Victus Search, Multi-jurisdictional Recruitment Partner for Financial Services 1200 627
Surrey
United Kingdom
Job location

Surrey

Job type

On-Site

Salary

£55,000 - £65,000 Per Hour

Our Reference

Victus ID 188

William HurlockWilliam Hurlock
Associate Director of Victus | Multijurisdictional Recruitment Partner

+44 20 3376 5300

LinkedIn profile

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.
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