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- 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.
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Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.
The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.
Key Responsibilities:
• 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.
IT SKills:
• A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.
• Ideally CTA and/or STEP qualified – or a desire to work toward a STEP qualification
• Alternatively, qualified by experience
Working Knowledge:
• 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
Monday to Friday 37.5 hour week. Flexi Office hours
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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.
