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For Companies At a Glance
- Tasks: Manage a diverse portfolio of charitable trusts and ensure compliance with deadlines.
- Company: Join Newstaff Employment Services, a thriving company in St Albans, Herts.
- Benefits: Enjoy flexible office hours and opportunities for professional development.
- Why this job: Be part of a supportive team, gain valuable experience, and make a positive impact.
- Qualifications: Strong understanding of trusts; CTA/STEP qualification preferred but not essential.
- Other info: Monday to Friday, 37.5 hours per week with a focus on teamwork and initiative.
The predicted salary is between 36000 - 60000 £ per year.
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 the Trust Team, managing a diverse portfolio of UK resident and charitable trusts while working closely with Directors and Partners.
Location: St Albans, Hertfordshire
Salary: £55 – £70 per annum + excellent benefits
Working Hours: Monday to Friday, 37.5 hours per week (flexi office hours)
Job Type: Full‑time, Permanent
Please note: Applications submitted via third‑party websites (except jobfindr & Reed) are not processed. To ensure your application is reviewed, please apply directly through our official website at:
Key Responsibilities
- Manage an interesting and varied portfolio of UK resident and charitable trusts, ensuring annual accounts and tax compliance deadlines are met.
- Review work prepared by team members and support their training and mentoring.
- Assist with advisory and ad‑hoc matters, including high‑level taxation and Inheritance Tax planning.
- Liaise with tax, accounts, and financial planning teams to ensure seamless client service.
- Monitor budgets, personal chargeability, and raise fee notes as required.
- Opportunity for development in charitable trusts, probate work, and estate accounts.
Essential Skills & Experience
- Strong understanding of trusts and trust management.
- Excellent communication, organisational, and teamwork abilities.
- Flexible, dependable, and confident in taking initiative.
- Motivated, resilient, and able to build trust quickly with clients and colleagues.
- Experience with charitable trusts or probate work is advantageous but not essential.
IT Skills
- Working knowledge of CCH Trust Accounts and CCH Personal Tax is desirable.
- Familiarity with the CCH Practice Management System is beneficial.
Qualifications
- Ideally, CTA and / or STEP qualified, or a strong desire to work towards STEP.
- Alternatively, candidates may be qualified by experience.
Why Join?
- Competitive salary between £55 and £70 per annum.
- Excellent benefits package.
- Flexi office hours offering work‑life balance.
- Opportunity to work with a respected and supportive team.
- Long‑term career progression and professional development.
How to Apply
Interested in this will be in touch soon.
Do you have any questions or require additional information? Feel free to contact Anne Marie at or email your CV to.
Want to explore more options? Head over to.
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Trust Manager employer: Newstaff Employment Services Ltd.
Contact Detail:
Newstaff Employment Services Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Network with professionals in the trust and estate management field. Attend industry events or join relevant online forums to connect with individuals who can provide insights about the role and potentially refer you.
✨Tip Number 2
Familiarise yourself with the CCH Trust Accounts and CCH Personal Tax software. If you have access to training resources or online tutorials, make use of them to enhance your technical skills before applying.
✨Tip Number 3
Demonstrate your understanding of charitable trusts and estate accounts during interviews. Prepare examples from your past experiences that showcase your knowledge and how you've successfully managed similar responsibilities.
✨Tip Number 4
Showcase your soft skills, particularly communication and teamwork. Be ready to discuss how you've effectively collaborated with others in previous roles, as this is crucial for the Trust Manager position.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and required skills for the Trust Manager position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any experience you have with charitable trusts, tax compliance, or financial planning. Use specific examples to demonstrate your expertise and how it relates to the role.
Showcase Your Skills: Make sure to mention your IT skills, particularly any experience with CCH Trust Accounts and CCH Personal Tax. If you are CTA or STEP qualified, or working towards it, be sure to include this information prominently.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also conveys your motivation for applying. Discuss why you are interested in the Trust Manager role and how you can contribute to the team.
How to prepare for a job interview at Newstaff Employment Services Ltd.
✨Understand the Role
Make sure you have a solid grasp of what a Trust Manager does. Familiarise yourself with the responsibilities listed in the job description, especially around managing charitable trusts and compliance with tax regulations.
✨Showcase Your Experience
Prepare to discuss your previous experience with trusts, even if it's not extensive. Highlight any relevant skills or knowledge, particularly in taxation or financial planning, as these will be crucial for the role.
✨Demonstrate Teamwork Skills
Since the role involves liaising with various teams, be ready to provide examples of how you've successfully collaborated in the past. Emphasise your communication and organisational skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to trust management and their expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
