Trust Manager – St Albans
Newstaff Employment is hiring an experienced Trust Manager in St Albans to join a successful and well-respected firm. This is a fantastic opportunity to become a key member of a thriving Trust Team, managing a diverse portfolio that includes UK resident and charitable trusts, and working closely with Directors and Partners.
📍 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)
📌 Job Type: Permanent, Full-time
Key Responsibilities:
- Manage a varied portfolio of UK resident and charitable trusts, ensuring compliance and deadlines are met
- Review work completed by junior team members, providing training and mentorship
- Support with advisory and ad-hoc matters, including high-level Inheritance Tax and general taxation advice
- Collaborate with tax, accounts, and financial planning teams to deliver cohesive client solutions
- Monitor budgets, chargeability, and raise fee notes
- Opportunity to develop experience in charitable trusts, probate work, and estate accounts
Essential Skills & Experience:
- Strong understanding of trusts and trust taxation
- Previous experience managing trust portfolios
- Excellent communication, organisational, and interpersonal skills
- Proactive, dependable, and able to take initiative
- Confident, resilient, and able to build trust with clients and colleagues
IT & Qualifications:
- Working knowledge of CCH Trust Accounts, CCH Personal Tax, and CCH Practice Management (preferred)
- CTA and/or STEP qualified, or actively working towards a STEP qualification
- Alternatively, significant relevant experience is considered
Why Join?
- Competitive salary from £55,000 to £70,000 depending on experience
- Excellent benefits package
- Flexible working hours within a supportive and collaborative team
- Scope for professional development in high-value trust and estate matters
- Join a growing and respected firm with clear progression opportunities
How to Apply
Interested in this role in St Albans? Don’t hang about—send us your CV and one of our friendly team members at Newstaff Recruitment will be in touch soon.
Do you have any questions or require additional information? Feel free to contact Anne Marie at 01727 864 777 or email your CV to annemarie.harrington@newstaffemployment.co.uk.
Want to explore more options? Head over to www.newstaffemployment.co.uk to browse our latest jobs in St Albans and beyond.
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