Morgan McKinley is working with a Top 40 accounting practice with several offices based in Central London and the surrounding home counties, who are looking to expand their team with a Trust Manager or Senior Manager within their London or St Albans office.
The firm are looking for someone to become a key member of their Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.
Key Duties include:
- Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met
- Reviewing work prepared by members of the team, input into their training and mentoring
- Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
- Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach
- Monitoring budgets, own chargeability and raising fee notes
- Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!
Particular aptitudes / skills required:
- A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.
- CTA and/or STEP qualified - or a desire to work toward a STEP qualification
- A strong understanding of trusts
- Good communication, organisational and team skills
- Flexible and dependable, able to take the initiative
- Motivated and resilient with a positive outlook
- Able to quickly build confidence, respect, and trust with others
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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