Location
St Albans, Hertfordshire | United Kingdom
Job description
Job Description - Trust Manager
- 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
- Contribute to the development and delivery of training for junior staff.
- Participate in business development activities to grow the client base
Job tags
Salary
£59k - £72k per annum
