Unveiling the Role: Trust Manager
Navigate through the intricacies of trust management with a prestigious client-driven firm.
We are searching for an exceptional Trust Manager to become an integral part of our client's Trust Team, a position that requires not just expertise but a dedication to excellence. Reporting directly to the leadership, you'll manage a portfolio that includes the stewardship of charitable trusts.
- Prestige & Excellence: Join a first-class team within a top-tier firm renowned for its commitment to client satisfaction and outstanding service.
- Culture of Advancement: Thrive in an environment that prizes your professional development and celebrates progression.
- Hybrid & Flexible: Enjoy the modern conveniences of flexible hours and hybrid working arrangements, fully supported by a firm that values work-life harmony.
As a Trust Manager, your responsibilities will include:
- Portfolio Leadership: Oversee a diverse collection of UK resident and charitable trusts, ensuring that crucial deadlines for annual accounts and tax compliance are consistently met.
- Mentorship: Review team-prepared work, contributing significantly to the training and mentoring of junior staff, nurturing the next generation of fiduciary experts.
- Advisory Expertise: Engage in taxation advisory and offer comprehensive guidance on Inheritance Tax and other relevant matters.
- Collaborative Engagement: Work in synergy with tax, accounts, and financial planning teams to ensure a seamless and integrated client experience.
- Financial Stewardship: Monitor budgets and chargeability meticulously while ensuring timely and accurate fee notes.
With this team, your expertise will be valued, your growth will be championed, and your balance between personal and professional life will be respected.