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For Companies At a Glance
- Tasks: Manage trust accounts, prepare tax returns, and support client portfolios.
- Company: Join a prestigious firm known for career growth in the Trust space.
- Benefits: Competitive salary up to £60,000 and opportunities for professional development.
- Why this job: Exciting challenges, varied work, and a supportive team culture await you.
- Qualifications: 2-3 years experience in private client work; ACCA, CTA, or STEP preferred.
- Other info: Full training provided on CCH systems; ideal for motivated learners.
The predicted salary is between 43200 - 72000 £ per year.
Exceptional Opportunity for Career Growth in the Trust space! Are you an experienced Assistant Manager looking to take the next step in your career? Or perhaps you're a newly qualified Senior feeling unfulfilled and seeking a more varied and challenging portfolio? This role offers exactly what you're looking for.
Join my client's prestigious Trust Team as a key member, where you'll be responsible for the accounting, administration, and tax affairs of UK resident trusts. This position offers varied, high-quality work with excellent opportunities for professional development, including potential involvement with non-UK resident trusts, deceased estates, and personal tax matters.
Key Responsibilities- Trust Management & Administration:
- Prepare annual trust accounts with precision and attention to detail
- Complete self-assessment tax returns for family trusts
- Maintain day-to-day trust record keeping and support trust administration
- Calculate tax liabilities and provide guidance on self-assessment payments
- Manage correspondence with clients, beneficiaries, and HMRC
- Take ownership of your own portfolio of clients for annual compliance work
- Assist managers with routine trust planning, including loss utilisation and beneficiary distributions
- Mentor and train apprentices, contributing to team development
- Handle charitable trust work (experience advantageous)
- 2-3 years minimum experience in private client department (accountancy or legal practice)
- Trust accounting and administration experience preferred
- Qualified or studying towards ACCA, CTA, or STEP
- Experience with charitable trusts, probate work, estate accounts, and personal tax is advantageous but not essential
- Working knowledge of CCH Trust Accounts and CCH Personal Tax preferred (full training provided)
- Experience with CCH Practice Management System
- Excellent IT skills with adaptability to digital transformation
- Ability to work independently with minimal supervision
- Strong attention to detail and commitment to producing reliable, high-standard work
- Excellent organisational skills with accurate timesheet recording
- Proactive approach with initiative to identify and resolve potential issues
- Motivated, resilient, and positive outlook with eagerness to learn and develop
This is an exceptional opportunity to join a leading firm where your expertise will be valued and your career will flourish. If you're ready to take on new challenges and grow your career in trust administration, I would love to hear from you. Apply now or connect with me to discuss this exciting opportunity further.
Trust Senior employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Senior
✨Tip Number 1
Network with professionals in the trust and estate planning field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest regulations and trends in trust management and administration. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in this evolving field.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any tips they might have for someone looking to step into a Trust Senior role.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that showcase your skills in trust accounting and administration. Being able to articulate your contributions and successes will set you apart during interviews.
We think you need these skills to ace Trust Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust management and administration. Emphasise your skills in preparing annual trust accounts, completing self-assessment tax returns, and managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for trust administration. Mention specific experiences that align with the job description, such as mentoring apprentices or handling charitable trust work.
Highlight Technical Skills: If you have experience with CCH Trust Accounts or CCH Practice Management System, be sure to mention it. Highlighting your IT skills and adaptability to digital transformation can set you apart from other candidates.
Showcase Personal Attributes: In your application, demonstrate your attention to detail, organisational skills, and proactive approach. Use examples from your past work to illustrate how you've successfully managed tasks independently.
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Showcase Your Experience
Be prepared to discuss your previous roles in trust management and administration. Highlight specific examples of how you've prepared annual trust accounts or completed self-assessment tax returns, as this will demonstrate your hands-on experience.
✨Understand the Technical Skills Required
Familiarise yourself with CCH Trust Accounts and CCH Personal Tax software, even if you haven't used them before. Showing that you're proactive about learning these tools can set you apart from other candidates.
✨Demonstrate Your Attention to Detail
Since the role requires precision in accounting and administration, be ready to provide examples of how your attention to detail has positively impacted your work. This could include instances where your thoroughness prevented errors or improved client satisfaction.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the team dynamics, opportunities for professional development, and the types of clients you would be managing. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
