Location: St Albans, Hertfordshire, England

£55k - 70k per year + + Benefits

Newstaff Recruitment Agency is currently recruiting for a Trust Manager on behalf of our client based in St Albans.

Trust Manager in St Albans

Location: St Albans, Hertfordshire

Salary: £55,000 to £70,000 per annum + excellent benefits

Working Hours: Monday to Friday, 37.5 hours per week (flexible office hours)

Key Responsibilities:

  • Manage an interesting and varied portfolio of UK resident and charitable trusts, ensuring key deadlines for annual accounts and tax compliance are met.
  • Review work prepared by team members, and provide input into their training and mentoring.
  • Assist with advisory work and ad-hoc matters, including high-level taxation and general advice regarding Inheritance Tax.
  • Liaise with tax, accounts, and financial planning teams to ensure a cohesive approach.
  • Monitor budgets, own chargeability, and raise fee notes.
  • Experience with charitable trusts, probate work, and estate accounts is advantageous but not essential, with opportunities for development in these areas.

IT Skills:

  • Working knowledge of CCH Trust Accounts and CCH Personal Tax is advantageous. The firm uses CCH Practice Management System.
  • Ideally CTA and/or STEP qualified, or a desire to work towards a STEP qualification.
  • Alternatively, qualified by experience.

Essential Skills and Experience:

  • Strong understanding of trusts.
  • Excellent communication, organisational, and team skills.
  • Flexible and dependable, able to take initiative.
  • Motivated and resilient with a positive outlook.
  • Ability to quickly build confidence, respect, and trust with others.

If you are interested in this finance job in St Albans, don’t hesitate, apply today. A member of the Newstaff Recruitment Agency team in St Albans will contact you shortly. Additionally, if you have any questions or concerns, you can contact Anne Marie on 01727 864 777 or email your CV to annemarie.harrington@newstaffemployment.co.uk. Furthermore, if you’re searching for similar finance jobs in St Albans, check out our website at www.newstaffemployment.co.uk. Also, don’t forget to give us a like on Facebook @newstaffemployment so that you can stay up-to-date with all the latest job postings. We add new jobs daily!

Not the job for you? See all of our finance jobs in St Albans here

Apply Online

  • Accepted file types: pdf, doc, docx, ppt, pptx, html, md, txt, jpg, gif, png, Max. file size: 5 MB.
  • This field is for validation purposes and should be left unchanged.
  • Industry:
  • Job Type: Permanent
  • Hours: Full-Time
  • Salary Benefits: + Benefits
  • Country: United Kingdom
  • County: Hertfordshire
  • Reference: AMH/TM/SA-110324