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Trusts Manager

Rutherford Briant
Posted 3 days ago, valid for 9 hours
Location

St. Albans, Hertfordshire AL3 6JZ, England

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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  • A Trust Manager opportunity is available at a growing mid-tier accounting firm in St. Albans for a Private Client Tax Manager focusing on Trusts.
  • The role involves managing a varied portfolio of clients, including charitable trusts, and ensuring compliance with annual accounts and tax deadlines.
  • The salary for this position ranges from £60,000 to £70,000 depending on experience, with the firm offering hybrid and flexible working options.
  • Candidates should be CTA and/or STEP qualified, with experience in charitable trusts, probate work, and estate accounts being advantageous but not essential.
  • The position offers benefits such as 28 days of holiday plus bank holidays, up to 5% pension, and private medical insurance.

Are you a Private Client Tax Manager who is looking to focus more on Trusts? If so, this Trust Manager opportunity with a growing mid-tier accounting firm in St. Albans could be your perfect opportunity. This Trust Manager role is the perfect opportunity for somebody who has a passion for Trusts. Reporting directly into the Director and Partner, you will have an interesting and varied portfolio of clients that include charitable trusts. The salary on offer for this role is £60,000 - £70,000 depending upon experience. The Trust Manager vacancy is available due to organic growth and an increase in work specifically within Trusts. This opportunity will not only give you exposure and experience but will allow you to develop your team and increase your own portfolio. Key responsibilities include:

  • Managing a varied portfolio of clients including charitable trusts
  • Ensuring key deadlines for annual accounts and tax compliance are met
  • Assisting with tax advisory work, including high level taxation and advice regarding inheritance tax Experience required:
  • CTA and/or STEP qualified of equivalent
  • Experience of charitable trusts, probate work and estate accounts would be advantageous but not essential Benefits include:
  • Hybrid and Flexible working (3 days in the office)
  • 28 days holiday + BH
  • Up to 5% Pension
  • Private medical insurance
  • Public parking available or a short walk from the train station If this Trust Manager opportunity in a growing firm sounds perfect for you, then APPLY NOW…..

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

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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.