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Location: St Albans, Hertfordshire, England
Salary: £55,000 - £70,000 per annum (dependent on experience) + excellent benefits
Working Hours: Monday to Friday, 37.5 hours per week (flexible office hours)
Trust Manager in St Albans
Newstaff Recruitment Agency is recruiting for a Trust Manager on behalf of a company based in St Albans.
Key Responsibilities:
* Oversee a diverse portfolio of UK resident and charitable trusts, ensuring compliance with annual accounts and tax deadlines.
* Review work prepared by team members and provide training, mentoring, and support to aid their development.
* Assist with high-level advisory work on inheritance tax, taxation, and other ad hoc matters.
* Liaise with tax, accounts, and financial planning teams to ensure a seamless service for clients.
* Manage budgets, monitor personal chargeability, and raise fee notes as required.
* Opportunity to develop skills in probate work, estate accounts, and charitable trusts if not already experienced.
Requirements:
Qualifications:
* Ideally CTA and/or STEP qualified, or a willingness to work towards a STEP qualification.
* Alternatively, significant relevant experience in trust management.
Technical Skills:
* Strong understanding of trust administration and tax compliance.
* A working knowledge of CCH Trust Accounts, CCH Personal Tax, and CCH Practice Management System is advantageous.
Soft Skills:
* Excellent communication, organisational, and team-working skills.
* Flexible, dependable, and proactive with a motivated and resilient attitude.
* Ability to quickly build trust and confidence with colleagues and clients.
Benefits:
* Competitive salary.
* Opportunity for career development within a supportive and professional team environment.
* Flexibility with working hours to promote a positive work-life balance.
If you are interested in this job in St Albans, don't hesitate, and apply today. A member of the Newstaff Recruitment Agency team in St Albans will contact you shortly.
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