8 months ago
Trust Manager - London
Salary: Up To £60,0000
Our Client is a top 25 UK chartered accountancy firm. They are a commercially astute organisation with a personal, partner-led service aimed at entrepreneurial small and medium enterprises (SMEs), large corporates and high-net worth individuals.
Their clients come from many different backgrounds and are active in all branches of commerce and industry. Their reputation is grounded in quality, delivering premium advisory services efficiently and cost-effectively.
The Trust team is a small yet busy department of the firm, currently comprising of an experienced Senior Manager, a Manager, a Supervisor and a Trainee.
The department deals with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns and reporting Inheritance Tax events for over 400 trusts and estates. They also provide a full tax review service for trusts and estates, increasingly with an offshore nature.
Working closely with the existing Senior Manager, the duties and responsibilities of this role would include the following:
Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
Preparation of IHT returns for trusts and lifetime transfers
Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
Reviewing work prepared by more junior team members
Training and supervising junior team members
General trust administration including trust financial management and corresponding with other professional advisors
Preparing estate accounts and tax returns. There may also be scope for involvement in probate applications.
Attending client meetings where appropriate
Reporting into the partners on client matters
The successful candidate should demonstrate the following qualities:
Excellent attention to detail
A proactive attitude
The ability to work successfully in a team
The ability to work under pressure where necessary
Excellent communication skills
Excellent organisational skills
The ideal candidate should possess strong experience in trust tax and accounting, and the areas listed above. Experience of Troika and Digita software, or other specialist tax and trust software, would be an advantage.
It is not essential for the successful candidate to be accountancy, tax or STEP qualified, although this would be advantageous if already attained.
Group Life Cover
25 days holiday on commencement
Buying and Selling Holiday Scheme
PHI (Permanent Health Insurance)
Contributory Private Health Scheme
Non-Contributory Health Cash Plan
Season Ticket Loan (after qualifying period)
Discounted Gym Membership
Cycle voucher scheme
Candidates who feel thee meet these requirements should apply by sending an up to date CV as soon as possible.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.