Trust Manager

Recruiter
Michael Page
Location
Leatherhead, Surrey
Salary
£55000 - £65000 per annum + additional benefits
Posted
09 Oct 2024
Closes
23 Oct 2024
Ref
JN -102024-6551395
Contact
Ryan Leggett
Job role
Tax
Contract type
Permanent
Hours
Full time
Experience level
Manager

We are seeking a Trust Manager to support the Tax/Trust department of a top 40 accountancy firm in Leatherhead.

Client Details

We are pleased to be supporting a top 40 accountancy firm in Leatherhead with their recruitment of a Trust Manager. This role is a key position and will support the growing Wealth/Trust department.

Description

This role will involve managing a portfolio of clients relating to trust accounting, tax, and client management for both UK and offshore trusts. Supervision of junior staff, and supporting business development in the Trust & Wealth Services Department.

* Review and finalisation of accounts and tax returns for predominantly UK but also non-UK trusts and charities. Identifying technical issues relevant to trust matters including IHT, CGT and general advisory issues

* Support trustees in fulfilling their compliance request. Assist the Firm's Partners with tax planning and technical advisory projects

* Serve as the main client contact, ensuring accurate communication and timely delivery of information to clients and partners

* Supervise and develop junior staff, provide technical guidance, and participate in staff reviews and appraisals

* Support business development by attending client meetings and networking events

Profile

* Extensive experience in trust accounting and all aspects of trust tax for UK and offshore trusts

* Able to delegate and supervise junior staff

* Able to work under pressure and in a deadline driven environment

* Excellent IT skills and a desire to continually develop these

* Able to communicate effectively with contacts in the appropriate medium

* Good organisational skills and the ability to manage workflow and ensure the timely delivery of client work

Job Offer

  • Paying a salary of up to £65,000
  • 25 days annual leave + bank holidays
  • Enhanced pension (6%)
  • Hybrid & agile working
  • Enhanced maternity/paternity pay
  • Free on site gym
  • Free parking based nearby

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