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Trusts Manager

Rutherford Briant

St Albans

Hybrid

GBP 60,000 - 70,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a passionate Trust Manager to join their growing team in St. Albans. This role offers the chance to manage a varied portfolio of clients, including charitable trusts, while ensuring compliance with tax regulations. You will report directly to the Director and Partner, gaining valuable experience and the opportunity to develop your team. With a focus on equity, diversity, and inclusion, this firm is committed to creating a supportive environment for all employees. If you are looking to take your career to the next level, this is the perfect opportunity for you.

Benefits

Hybrid and Flexible working (3 days in the office)
28 days holiday + BH
Up to 5% Pension
Private medical insurance
Public parking available

Qualifications

  • CTA or STEP qualified with a focus on Trusts.
  • Experience with charitable trusts and estate accounts is a plus.

Responsibilities

  • Manage a diverse portfolio of clients including charitable trusts.
  • Ensure compliance with tax deadlines and annual accounts.
  • Assist with high-level tax advisory work.

Skills

Trust Management
Tax Compliance
Tax Advisory
Client Management

Education

CTA qualification
STEP qualification

Job description

Are you a Private Client Tax Manager who is looking to focus more on Trusts? If so, this Trust Manager opportunity with a growing mid-tier accounting firm in St. Albans could be your perfect opportunity. This Trust Manager role is the perfect opportunity for somebody who has a passion for Trusts. Reporting directly into the Director and Partner, you will have an interesting and varied portfolio of clients that include charitable trusts. The salary on offer for this role is £60,000 - £70,000 depending upon experience. The Trust Manager vacancy is available due to organic growth and an increase in work specifically within Trusts. This opportunity will not only give you exposure and experience but will allow you to develop your team and increase your own portfolio.

Key Responsibilities:
  • Managing a varied portfolio of clients including charitable trusts
  • Ensuring key deadlines for annual accounts and tax compliance are met
  • Assisting with tax advisory work, including high level taxation and advice regarding inheritance tax
Experience Required:
  • CTA and/or STEP qualified or equivalent
  • Experience of charitable trusts, probate work and estate accounts would be advantageous but not essential
Benefits Include:
  • Hybrid and Flexible working (3 days in the office)
  • 28 days holiday + BH
  • Up to 5% Pension
  • Private medical insurance
  • Public parking available or a short walk from the train station

If this Trust Manager opportunity in a growing firm sounds perfect for you, then APPLY NOW…..

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

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