Opportunity available
Our Reference
Victus ID 188
Category
Our client, a leading and award-winning accountancy and tax practice renowned for its esteemed reputation, is seeking a Trust Manager. In this role, you will manage a portfolio of UK and offshore trust clients, overseeing trust accounting, tax matters, and client relationships. You will also supervise junior staff and play a vital role in business development for the Trust & Wealth Services Department.
Key Responsibilities
- Review and finalise accounts and tax returns for UK and non-UK trusts and charities, addressing technical issues such as Inheritance Tax (IHT), Capital Gains Tax (CGT), and other trust-related advisory matters.
- Assist trustees in fulfilling compliance requirements and support Partners with tax planning and technical advisory projects.
- Act as the primary client contact, ensuring clear communication and timely delivery of information to clients and Partners.
- Supervise and mentor junior staff, providing technical guidance and participating in performance reviews and appraisals.
- Contribute to business development efforts by attending client meetings and networking events.
Requirements
The ideal candidate will possess the following skills, experience, and attributes:
- Extensive experience in trust accounting and tax for UK and offshore trusts.
- Strong ability to delegate tasks and supervise junior team members effectively.
- Proven ability to work under pressure and manage deadlines in a fast-paced environment.
- Excellent IT skills, with a commitment to continuous improvement.
- Effective communication skills tailored to various stakeholders.
- Strong organisational skills, ensuring timely workflow and delivery of client work.