Senior Trust Manager

We are working with Arcadia Trust Group to recruit a very exciting opportunity based in Somerset.

Arcadia are a passionate, experienced and diligent multidisciplinary practice who provide legal, accountancy and fiduciary services for trustees, executors and private clients.

Based in the Somerset Levels, with satellite offices in Alresford, Tavistock and Warminster, ATG is in a dynamic growth phase. ATG’s five-year strategy projects that the business will grow exponentially in the coming years. This continued growth has opened up an opportunity for a Senior Trust Managerto join the Business.

What you will be doing as our Senior Trust Manager

• Accountable for tax compliance and trust and estate accounts production processes, ensuring all work is completed precisely, on schedule, and in accordance with set standards of quality.
• Managing the Trust & Tax team and its workflows to achieve optimal turnaround, client satisfaction and financial outputs.
• Assisting team members' academic advancement by providing training, oversight and mentoring for both their daily responsibilities and continuing professional growth.
• Completing final work assessments and discussing developmental matters with team members.
• Establishing and maintaining a strong relationship with internal teams, clients and referrers in order to provide fluid communications and foster growth across the Trust & Tax and legal departments.
• Assuming direct accountability for the production of complex tax compliance duties and preparing complex accounts.

Our ideal Senior Trust Manager will have the below skills and experience:

Technical Skills

• Comprehensive understanding and knowledge of trust and estate tax regulations and compliance.
• Proficient in preparing trust and estate accounts and understanding financial reporting standards.

Leadership and Team Management

• Proven ability to lead, mentor and develop a team.
• Experience managing workflows, assigning tasks and ensuring the team meets deadlines.
• The ability take charge of one-on-one meetings and performance reviews.

Communication and Interpersonal Skills

• Excellent verbal and written communication skills.
• Strong relationship building skills both internally and externally.

Organisation and Time Management

• The ability to operate in a fast-paced setting.
• Able to manage multiple priorities simultaneously.
• A high degree of accuracy with meticulous attention to detail and document presentation.

Analytical and Problem-Solving Skills

• The ability to review and interpret complex financial information.
• Strong problem-solving skills with the ability to assess and resolve issues efficiently.