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9 days ago
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Trust Manager


Additional Resources Ltd
Salary: £60000 Per Annum
Location: London
Job type: Permanent
Contact: Allan
Category: Accountancy Jobs
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Trust Manager - London

Salary: Up To £60,0000

The company

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 Department

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.

The Role

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 Candidate

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.

The Benefits

Salary: Competitive

Group Life Cover

25 days holiday on commencement

Buying and Selling Holiday Scheme

Flexi-time

PHI (Permanent Health Insurance)

Contributory Private Health Scheme

Non-Contributory Health Cash Plan

Season Ticket Loan (after qualifying period)

Discounted Gym Membership

Pension Scheme

Cycle voucher scheme

Candidates who feel thee meet these requirements should apply by sending an up to date CV as soon as possible.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Trust Manager - London

Salary: Up To £60,0000

The company

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 Department

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.

The Role

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 Candidate

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.

The Benefits

Salary: Competitive

Group Life Cover

25 days holiday on commencement

Buying and Selling Holiday Scheme

Flexi-time

PHI (Permanent Health Insurance)

Contributory Private Health Scheme

Non-Contributory Health Cash Plan

Season Ticket Loan (after qualifying period)

Discounted Gym Membership

Pension Scheme

Cycle voucher scheme

Candidates who feel thee meet these requirements should apply by sending an up to date CV as soon as possible.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.


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