We are seeking a talented and enthusiastic Trust Manager to join the Accountancy Practice in St Albans. The successful candidate will be responsible for managing a diverse portfolio of Trusts and Estates, providing excellent client service and contributing to the overall success of our Private Client team.
Client Details
Our client is a well-established Accountancy Practice and is a top 20 UK firm for both private client tax work and financial planning. The firm offers a diverse range of services, including accounting, audit, tax, financial planning and legal services. They are known for their excellent client service and commitment to providing a supportive and inclusive work environment.
Description
Job Description - Trust Manager
1. Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met
2. Reviewing work prepared by members of the team, input into their training and mentoring
3. Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
4. Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach
5. Monitoring budgets, own chargeability and raising fee notes
6. Contribute to the development and delivery of training for junior staff.<...