Job Details
Trust Manager
St Albans
£Dependent on Experience
Tax recruitment specialists Clark Wood is currently recruiting on behalf of a highly reputable and leading regional firm of chartered accountants who are looking to add an experienced and driven Trust Manager to the team in their St Albans office.
Duties & Responsibilities:
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.
Reviewing work prepared by members of the team, input into their training and mentoring.
Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach.
Monitoring budgets, own chargeability and raising fee notes.
Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas
Skills:
A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.
CTA and/or STEP qualified – or a desire to work toward a STEP qualification.
A strong understanding of trusts
For further information on this role please contact Richard Clark at Clark Wood - richard@clark-wood.co.uk / Mobile: +44 (0) 7796 543596
Company
Clark Wood is one of the UK's leading Tax recruiters. Our specialist consultants have successfully assisted a broad spectrum of clients and candidates alike within the field of Taxation; Top 10, Mid-Tier Accountancy Practices, National Law Firms, PLCs, Owner Managed Businesses, through to Multinational Fiduciary Organisations and Family Offices. We work with a wide range of clients, offering our candidates, from Newly Qualified through to Director/ Partner level, a genuine range of opportunities to progress their careers. Clients & Markets Public Practice: We work with Public Practices across the UK, ranging from the Big 4, Top 20, Leading Regional Accountancy Practices and Tax Boutiques. In-House: FTSE Listed, Family Offices, Owner Managed Business and Small to Medium Enterprises. Law Firms: Our clients range from large multinational firms through to niche boutiques.
Company info
Website
Telephone
01173291053