Trust Manager - Senior Manager - Top 40

A Top 40 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.

The firm have several offices across London & Hertfordshire. This role is available in either their Central London office, a short walk from Bank or their St Albans office.

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!

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
• A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.