Menzies LLP

Trust Senior Manager

Menzies LLP
Heathrow (Staines-Upon-Thames), Leatherhead, London
Competitive salary plus great benefits
28 May 2024
28 Jun 2024
Approved employers
Approved employer
Contract type
Full time
Experience level


Menzies are recruiting for a Senior Trust Manager, preferably with accompanying personal tax experience, to work within the Trust and Private client team. Ideally the candidate would be full-time but Menzies would be open to negotiate part-time working hours.

The ideal candidate would be a driven individual who, with wider partner support, will be responsible for the UK Trust services for Menzies, in all aspects of compliance and advisory services.

For the ambitious candidate there are clear opportunities for long term progression beyond Senior Manager.

Why Join Menzies?

  • We are a UK based recognised employer of choice with office locations in London, Hertfordshire, Surrey, Hampshire, and South Wales (Cardiff).
  • Join our family of over 600 employees. 
  • Be a member and not just a number!
  • We offer a dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors.
  • Our package and benefits are very competitive.
  • Work life balance is part of our organisational culture,
  • We believe in developing our staff throughout their career.

Key Duties & Responsibilities:

the ideal candidate will be responsible for the UK Trust services for Menzies. This candidate will work with the private client tax partners to devise the short- and long-term strategy (and continue to implement the existing successful approach) for the UK Trust team.

As part of this role, critical accountabilities and the day-to-day role of the candidate include:

  • Review the existing UK Trust firm strategy and work with the private client tax partners to add their views and recommendations.
  • Training and developing junior team members and structuring the team to help achieve the long term strategy.
  • Management of a portfolio of trust (and beneficiary) clients, ensuring key deadlines are met within agreed budgets. Including liaison with Trustees and other advisors.
  • The review of trust accounts and tax returns for UK trusts.
  • The review of personal tax returns for beneficiaries.
  • Review /preparation of trust inheritance tax returns and calculations.
  • Review /preparation reparation of trust tax pool computations.
  • Reviewing complex tax returns prepared by junior team members.
  • Spotting advisory opportunities and advising on tax planning.

The Person:

Required skills & Experience:

  • Sound experience in trust accounting and all aspects of UK trust taxation.
  • Not a required skill but would be a welcome extra if candidate had experience also with non-UK Trust and Estates.
  • Proven experience in managing a portfolio of clients.
  • The ability to work under pressure and in a deadline environment.
  • Good communication and inter-personal skills.
  • Proven experience in managing and developing team members.
  • Good IT skills with an added advantage if the candidate is experienced in using Trust Accounts software and CCH Tax
  • Preferably ACA/ACCA and CTA/STEP qualified

Key Benefits we offer, but not limited to:

  • Competitive base salary (we do yearly market research to ensure we offer a competitive salary to our employees and joining candidates)
  • 33 days annual leave entitlement a year inc. bank holidays (31.5 days for trainees)
  • Annual buy and sell leave scheme.
  • Private Medical Cover available to all employees (trainees can opt in for a salary sacrifice)
  • Private Pension Matching Scheme: if employee contributes 2.5-5%, we match it and add another 3% on top!
  • Employee Referral Bonus up to £10,000 for a successful placement
  • Reimbursement of one professional subscription each year
  • Dress for your day policy – you decide, not us!
  • Life Assurance 4x your salary
  • Group Income Protection – 75% of salary if long term sickness exceeds 6 months.
  • Agile Working is embedded in our culture: we understand that everyone works in different ways and need flexibility within their working day.
  • Learning and Development opportunities and Study Support throughout your Menzies career
  • Career Coaching programme for Managers and above
  • Better Place to Work Initiative: proactive benchmarking of the best DEI and wellbeing programmes to offer our employees and improve our employee experience.
  • CSR Programme: each office will be involved in various charity and sporting activities to help raise funds and give back to the local community.
  • Employee Assistance Programme - our EAP is available for all Menzies employees and their families. As well as being a support line for mental health counselling, it also offers practical financial, legal and life management advice 24 /7 and is completely confidential.
  • Paid sick leave – a generous scheme to help you when you are struggling with health issues.
  • Free flu jab, eyesight test and physical health checks
  • Cycle to work scheme.
  • Enhanced Parental + Family Leave: We are a place where you can combine both a career and a family so those going on Maternity Leave can expect 100% pay for 3 months and 50% pay for the next 6 weeks, those going on Paternity Leave can expect 100% pay for 2 weeks (both subject to eligibility). We also have Adoption and Shared Parental Leave
  • Volunteering Scheme with a maximum of 2.5 days given by the Firm to match 2.5 days devoted to qualifying schemes by the employee in any 12-month period.
  • Season Ticket Loan

To find out more about our benefits please read here

About Us:

Our focus at Menzies is providing a #BrighterThinking approach, going the extra mile to keep clients on-track to achieve their personal and business objectives. As a leading UK accountancy and advisory firm, we have a passion for advising entrepreneurs and SMEs through our sector-led teams.

We apply the same principles to individuals within the Firm. Our people are ambitious, self-motivated, and encouraged to develop their skill set and realise their potential.

#BrighterThinking is how we sum up the difference we make, as a firm, to our clients and in the way we hire and develop talent in Menzies. It’s finance and accounting expertise, combined with strategic commercial thinking and a promise to add real value across all areas of our clients' businesses.


When we require external assistance with our vacancies, we will reach out to our PSL supply chain. Please be aware that we operate a very strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL. Please do not contact individual hiring managers.

For further information, and to apply, please visit our website via the “Apply” button below.

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