Clark Wood
Location
St Albans, Hertfordshire | United Kingdom
Job description
Trust Manager with ref. JW-17602 | Clark Wood
Location
St Albans
Sector:
Tax ,Personal Tax ,Trusts
Contract Type:
Permanent
Salary:
£Dependent on Experience
Contact:
Jack Wood
Contact email:
Contact phone:
07951 392741
Published:
1 day ago
Expiry date:
2024-05-01
Consultant:
Jack Wood
Trust Manager
St Albans
£Dependent on Experience
Tax recruitment specialists Clark Wood is currently recruiting on behalf of a highly reputable and leading regional firm of chartered accountants who are looking to add an experienced and driven Trust Manager to the team in their St Albans office.
Duties & Responsibilities:
Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met.
Reviewing work prepared by members of the team, input into their training and mentoring.
Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach.
Monitoring budgets, own chargeability and raising fee notes.
Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas
Skills:
A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.
CTA and/or STEP qualified – or a desire to work toward a STEP qualification.
A strong understanding of trusts
For further information on this role please contact Jack Wood at Clark Wood – [email protected] / 07951 392741
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View T's & C's
Bristol
£Dependent on Experience
Newcastle upon Tyne
£50,000 to £55,000
Leeds
£Dependent on Experience
June 30, 2022
33 Colston Avenue
Bristol
BS1 4UA
+44 (0) 1173 291051
[email protected]
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