Private Client Tax - Trust Manager
St Albans - £50,000
This top accountancy practice is looking to hire a key member to join the Tax Trust Team reporting direct to Directors and Partners and looking after an interesting and varied portfolio of high-quality trust clients.
- Responsible for an interesting and varied portfolio of UK resident trusts
- Trust compliance including accounts and tax return preparation
- Inheritance tax forms and calculations for trusts
- Preparing and briefing partners for annual Trustee meetings
- Attending meetings with Directors and/or Partners
- Reviewing work prepared by members of the team, input into their training and mentoring
- Assisting with advisory work and ad-hoc matters
- Liaising with the tax and financial planning team, 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
- A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous but training will be provided. The firm uses CCH Practice Management System.
- Ideally ACCA, CTA and/or STEP qualified
- Alternatively, qualified by experience if appropriate competence can be demonstrated
- Proficient in preparing/reviewing trust accounts and tax returns
- Strong communication skills and ability to work as part of a team
- Excellent IT skills along with a willingness to adapt and evolve in this digital age
- Excellent organisational skills
- Motivated and resilient with a positive outlook
If you are interested in discussing this opportunity further please contact Maisie on 02072696337 or email firstname.lastname@example.org
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