Senior Trust Manager Apply now

Senior Trust Manager

Langport Full-Time 48000 - 72000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Lead a team in managing tax compliance and trust accounts with precision.
  • Company: Join Arcadia Trust Group, a growing multidisciplinary practice in Somerset.
  • Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
  • Why this job: Be part of a passionate team making a real impact in the legal and financial sectors.
  • Qualifications: Must have strong knowledge of trust and estate tax regulations and proven leadership skills.
  • Other info: This role offers a chance to mentor others while managing complex financial tasks.

The predicted salary is between 48000 - 72000 £ per year.

We are working with Arcadia Trust Group to recruit a very exciting opportunity based in Somerset. Arcadia are a passionate, experienced and diligent multidisciplinary practice who provide legal, accountancy and fiduciary services for trustees, executors and private clients. Based in the Somerset Levels, with satellite offices in Alresford, Tavistock and Warminster, ATG is in a dynamic growth phase. ATG’s five-year strategy projects that the business will grow exponentially in the coming years. This continued growth has opened up an opportunity for a Senior Trust Managerto join the Business. What you will be doing as our Senior Trust Manager * Accountable for tax compliance and trust and estate accounts production processes, ensuring all work is completed precisely, on schedule, and in accordance with set standards of quality. * Managing the Trust & Tax team and its workflows to achieve optimal turnaround, client satisfaction and financial outputs. * Assisting team members’ academic advancement by providing training, oversight and mentoring for both their daily responsibilities and continuing professional growth. * Completing final work assessments and discussing developmental matters with team members. * Establishing and maintaining a strong relationship with internal teams, clients and referrers in order to provide fluid communications and foster growth across the Trust & Tax and legal departments. * Assuming direct accountability for the production of complex tax compliance duties and preparing complex accounts. Our ideal Senior Trust Manager will have the below skills and experience: Technical Skills * Comprehensive understanding and knowledge of trust and estate tax regulations and compliance. * Proficient in preparing trust and estate accounts and understanding financial reporting standards. Leadership and Team Management * Proven ability to lead, mentor and develop a team. * Experience managing workflows, assigning tasks and ensuring the team meets deadlines. * The ability take charge of one-on-one meetings and performance reviews. Communication and Interpersonal Skills * Excellent verbal and written communication skills. * Strong relationship building skills both internally and externally. Organisation and Time Management * The ability to operate in a fast-paced setting. * Able to manage multiple priorities simultaneously. * A high degree of accuracy with meticulous attention to detail and document presentation. Analytical and Problem-Solving Skills * The ability to review and interpret complex financial information. * Strong problem-solving skills with the ability to assess and resolve issues efficiently

Senior Trust Manager employer: Angela Roberts - The HR Consultancy

Arcadia Trust Group is an exceptional employer located in the picturesque Somerset Levels, offering a vibrant work culture that emphasizes collaboration and professional growth. With a strong commitment to employee development, ATG provides ample opportunities for training and mentorship, ensuring that team members can thrive in their careers while contributing to the company's dynamic growth. Join us at ATG, where your expertise will be valued, and you will play a crucial role in shaping the future of our multidisciplinary practice.
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Contact Detail:

Angela Roberts - The HR Consultancy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Trust Manager

Tip Number 1

Make sure to familiarize yourself with the latest trust and estate tax regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.

Tip Number 2

Highlight your leadership experience by preparing specific examples of how you've successfully managed teams in the past. Be ready to discuss your approach to mentoring and developing team members during the interview.

Tip Number 3

Practice your communication skills, especially in explaining complex financial information clearly. Being able to convey intricate details in an understandable way is crucial for building strong relationships with clients and internal teams.

Tip Number 4

Demonstrate your organizational skills by discussing how you prioritize tasks in a fast-paced environment. Share examples of how you've successfully managed multiple projects while maintaining high accuracy and attention to detail.

We think you need these skills to ace Senior Trust Manager

Comprehensive understanding of trust and estate tax regulations
Proficient in preparing trust and estate accounts
Knowledge of financial reporting standards
Leadership and team management
Ability to mentor and develop team members
Experience in managing workflows and assigning tasks
Excellent verbal and written communication skills
Strong relationship building skills
Ability to operate in a fast-paced environment
Strong organizational and time management skills
Meticulous attention to detail
Analytical skills for reviewing complex financial information
Problem-solving skills with efficient issue resolution

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Senior Trust Manager position. Tailor your application to highlight how your skills and experiences align with the job description.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in tax compliance, trust and estate accounts production, and team management. Use specific examples to demonstrate your leadership abilities and technical skills.

Showcase Communication Skills: Since excellent verbal and written communication skills are crucial for this role, ensure that your application is well-written and free of errors. Consider including examples of how you've built strong relationships with clients or colleagues in the past.

Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of Arcadia Trust Group. Mention your understanding of their growth strategy and how you can contribute to their success as a Senior Trust Manager.

How to prepare for a job interview at Angela Roberts - The HR Consultancy

Showcase Your Technical Expertise

Be prepared to discuss your comprehensive understanding of trust and estate tax regulations. Highlight specific examples from your past experience where you ensured compliance and produced accurate accounts.

Demonstrate Leadership Skills

Share instances where you successfully led a team, managed workflows, and mentored team members. Discuss how you approach performance reviews and one-on-one meetings to foster growth.

Emphasize Communication Abilities

Prepare to illustrate your excellent verbal and written communication skills. Think of examples where you built strong relationships with clients and internal teams, showcasing your ability to facilitate fluid communication.

Highlight Organizational Skills

Discuss your experience in managing multiple priorities in a fast-paced environment. Provide examples of how you maintain meticulous attention to detail while ensuring deadlines are met.

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  • Senior Trust Manager

    Langport
    Full-Time
    48000 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-02

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    Angela Roberts - The HR Consultancy

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