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Trust Manager/Senior Manager

Service Care Solutions - Legal
Posted 12 hours ago, valid for 12 days
Location

London, Greater London EC1R 0WX

Salary

£60,000 - £85,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Trust Manager/Senior Manager position is based in London and is a permanent role with a salary range of £60,000 to £85,000 per annum, depending on experience.
  • The successful candidate will manage a diverse portfolio of UK resident and charitable trusts, ensuring compliance with annual accounts and tax deadlines.
  • Candidates must be CTA and/or STEP qualified, with experience managing a Trusts portfolio in practice, while knowledge of charitable trusts and estate accounts is advantageous.
  • The role involves reviewing team members' work, providing training and mentoring, as well as assisting with high-level taxation advisory work.
  • The position offers hybrid working and a flexible start date, with the opportunity to earn a £250 referral bonus for successful placements.

Trust Manager/Senior Manager Location: London Contract: Permanent Salary: £60,000 - £85,000 per annum (dependent on experience) Start Date: Flexible*Hybrid Working* Contact:

Job DescriptionService Care Solutions are currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis. The firm are looking for someone to become a key member of our Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.

Main 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.

CandidateCriteria

  • CTA and/or STEP Qualified
  • Experience in a similar role, managing a Trusts portfolio in practice
  • Experience of charitable trusts, probate work and estate accounts advantageous but not essential
  • Working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous
  • Great communication skills with the ability to work well on own initiative as well as part of a team.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.