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Trust Manager - Top 40

Cedar
Posted 11 hours ago, valid for a day
Location

London, Greater London SW1A2DX, England

Salary

£62,000 - £78,000 per annum

Contract type

Full Time

Life Insurance

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Sonic Summary

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  • The Trust Manager position at a top 40 accountancy firm in London offers a salary range of £62,000 to £78,000, along with an excellent benefits package.
  • The role requires overseeing a portfolio of UK resident and charitable trusts, ensuring compliance with deadlines for accounts and tax.
  • Candidates should have CTA and/or STEP qualifications or a strong desire to pursue a STEP qualification, along with experience in using CCH Trust Accounts and CCH Personal Tax software.
  • The ideal candidate will possess exceptional communication, organisational, and teamwork skills, with a minimum of 3-5 years of relevant experience.
  • This hybrid role provides opportunities for skill development and fosters a friendly work environment that values client relationships.

Trust Manager - Top 40 Accountancy Firm

London (Hybrid) - 62,000 - 78,000 + Excellent Benefits Package

Join this esteemed Trust Team as a Trust Manager, reporting directly to Directors and Partners. You'll oversee a captivating portfolio of UK resident and charitable trusts, making meaningful impacts every day.

Key Responsibilities:

  • Manage a vibrant portfolio, ensuring seamless adherence to crucial deadlines for accounts and tax compliance.
  • Elevate team performance by reviewing work and providing invaluable guidance.
  • Tackle diverse advisory tasks, offering expert insights on taxation and Inheritance Tax concerns.
  • Foster collaboration with tax, accounts, and financial planning teams for a harmonious approach.
  • Navigate budgets adeptly, monitoring chargeability, and generating fee notes transparently.
  • Embrace opportunities for skill development in charitable trusts, enriching your expertise.

About you:

  • Be able to utilise CCH Trust Accounts and CCH Personal Tax software, integrated within their CCH Practice Management System.
  • Hold CTA and/or STEP qualifications or exhibit a strong desire to pursue a STEP qualification.
  • Command attention with exceptional communication, organisational, and teamwork skills.
  • Embrace challenges with adaptability and reliability, seizing opportunities to innovate.
  • Energise the team with self-motivation and resilience, embodying a relentless pursuit of excellence.
  • Quickly establish rapport and trust with colleagues and clients, forging lasting connections.

What's in it for you?

  • Great benefits including flexible working, generous annual leave, life assurance, private healthcare and much more
  • Join a top 40 accountancy firm with a rich history and a growing international presence.
  • Enjoy a friendly and approachable work environment, where we take the time to understand our clients as people.

If you're ready to contribute your expertise to a dynamic team and grow in your role as a Trust Manager at this dynamic firm, then please Apply Now!

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.