[ref. m39303422] Trust Manager - Michael Page

apartmentMichael Page placeLeatherhead calendar_month 

About Our Client

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.

Job 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
The Successful Applicant
  • 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
What's on 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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