Senior Trust Manager

Role purpose Our Client is looking for someone to become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts. Key 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 Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas! Equipment used A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System. Qualifications/education required CTA and/or STEP qualified or a desire to work toward a STEP qualification Particular aptitudes / skills required A strong understanding of trusts Good communication, organisational and team skills Flexible and dependable, able to take the initiative Motivated and resilient with a positive outlook Able to quickly build confidence, respect, and trust with others TPBN1_UKTJ