Trust Manager - Top 40

Trust Manager - Top 40 Accountancy Firm

London (Hybrid) - £62,000 - £78,000 + Excellent Benefits Package

Join this esteemed Trust Team as a Trust Manager , reporting directly to Directors and Partners. You'll oversee a captivating portfolio of UK resident and charitable trusts, making meaningful impacts every day.

Key Responsibilities:

• Manage a vibrant portfolio, ensuring seamless adherence to crucial deadlines for accounts and tax compliance.
• Elevate team performance by reviewing work and providing invaluable guidance.
• Tackle diverse advisory tasks, offering expert insights on taxation and Inheritance Tax concerns.
• Foster collaboration with tax, accounts, and financial planning teams for a harmonious approach.
• Navigate budgets adeptly, monitoring chargeability, and generating fee notes transparently.
• Embrace opportunities for skill development in charitable trusts, enriching your expertise.

About you:

• Be able to utilise CCH Trust Accounts and CCH Personal Tax software, integrated within their CCH Practice Management System.
• Hold CTA and/or STEP qualifications or exhibit a strong desire to pursue a STEP qualification.
• Command attention with exceptional communication, organisational, and teamwork skills.
• Embrace challenges with adaptability and reliability, seizing opportunities to innovate.
• Energise the team with self-motivation and resilience, embodying a relentless pursuit of excellence.
• Quickly establish rapport and trust with colleagues and clients, forging lasting connections.

What's in it for you?

• Great benefits including flexible working, generous annual leave, life assurance, private healthcare and much more
• Join a top 40 accountancy firm with a rich history and a growing international presence.
• Enjoy a friendly and approachable work environment, where we take the time to understand our clients as people.

If you're ready to contribute your expertise to a dynamic team and grow in your role as a Trust Manager at this dynamic firm, then please Apply Now!