TPF Recruitment is recruiting for a Trust Manager to join a highly respected professional services firm based in Maidstone.

This is an excellent opportunity for an experienced trust professional to join a successful and supportive team. The position can be shaped around the successful applicant’s experience, with flexible working arrangements and both full time and part time hours considered.

You will manage a varied portfolio of trusts and estates, overseeing compliance work while providing high quality advice to trustees, beneficiaries and private clients. Depending on your experience, there will also be opportunities to support the development of junior team members and contribute to the continued growth of the department.

Responsibilities will include:

Managing a portfolio of trusts and estates
Preparing and reviewing trust accounts and tax returns
Advising clients on trust taxation, inheritance tax and capital gains tax matters
Liaising with trustees, beneficiaries, solicitors, investment managers and HMRC
Supporting estate administration and wider private client advisory work
Reviewing work completed by junior members of the team
Maintaining strong client relationships and identifying opportunities to provide additional support

Requirements

The successful candidate will have significant experience working with trusts, gained within an accountancy practice, legal firm, trust company or professional services environment. STEP, CTA, ATT or accountancy qualifications would be advantageous, although experienced candidates qualified by experience will also be considered.

Benefits

Salary of £50,000 to £75,000, depending on experience
Full time or part time hours considered
Flexible and hybrid working
Comprehensive benefits package
Excellent career development opportunities
Supportive and highly regarded professional working environment
For more information, or a confidential conversation about this Trust Manager opportunity in Maidstone, contact Tristan Finch at TPF Recruitment on 01227 533 007 or tristan@tpfrecruitment.com

Skill richieste

Trusts and estates portfolio managementPreparing and reviewing trust accountsPreparing and reviewing tax returns for trusts and estatesTrust taxation (including inheritance tax and capital gains tax)Liaising with trustees, beneficiaries, solicitors, investment managers and HMRCEstate administration supportCompliance and regulatory oversight for trusts and estatesClient relationship management and identifying additional service opportunitiesReviewing and supervising work completed by junior team membersPrivate client advisory workStakeholder management across professional services environmentsProfessional trust/tax/accountancy qualifications (STEP, CTA, ATT or equivalent)

Offerte simili