Trust Tax Manager or Senior Manager

Overview

Manage UK resident and charitable trusts, oversee accounting, tax compliance and client advisory.

Key Responsibilities

• team review
• budget monitoring
• trust management
• advisory support
• process improvement
• team collaboration

Tasks

-Review work prepared by junior team members, providing feedback, training, and support. -Monitor budgets, maintain chargeability targets, and raise fee notes as appropriate. -Manage an interesting and varied portfolio of UK resident and charitable trusts, ensuring timely delivery of annual accounts and tax compliance. -Assist with advisory and ad-hoc matters, including inheritance tax and wider trust-related advice. -Contribute to the development of best practices and support process improvement across the trust function. -Collaborate with tax, accounting, and financial planning teams to deliver a cohesive service to clients.

Requirements

• cta
• step
• trust accounting
• cch
• team management
• charitable trusts

What You Bring

This opportunity is ideal for an experienced Trusts Manager, a Trusts Assistant Manager ready to take the next step, or a Trusts Senior Manager seeking a new challenge, with CTA and/or STEP qualifications. A leading independent professional services firm is seeking an experienced Trusts professional to join its growing Private Client team. This role offers the opportunity to manage a diverse and engaging portfolio of UK resident and charitable trusts, working closely with senior leadership. You will provide technical expertise across trust accounting, tax compliance, and advisory work, while mentoring junior team members and contributing to the continued development of the team. -Excellent communication, organisation, and team management skills. -Motivated and adaptable, with the ability to build confidence and trust with clients and colleagues. -Strong technical knowledge and practical understanding of trust accounting and taxation. -Proven experience managing trust portfolios, ideally including charitable trusts. -CTA and/or STEP qualified, or working towards a STEP qualification. -Experience with CCH Trust Accounts and CCH Personal Tax systems beneficial but not essential.

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Benefits

Competitive salary, depending on experience Hertfordshire (Hybrid)

About Advanced Resource Managers

-Known for sourcing highly skilled professionals in technical, engineering, and IT sectors. -Serves clients across multiple industries, with special focus on energy, aerospace, and infrastructure. -Experienced in finding talent for niche, complex roles in the recruitment market. -Successfully delivered recruitment solutions for high-profile projects, including large-scale infrastructure and energy developments. -Trusted by top companies worldwide, offering tailored recruitment strategies for long-term success. -Prides itself on adaptability to evolving industry demands, ensuring they stay at the forefront of global talent acquisition.

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