At a Glance
- Tasks: Manage a diverse portfolio of Trust and Estate clients and oversee tax returns.
- Company: Established accountancy and tax advisory practice in Winchester.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Other info: Client-facing role with excellent support and development opportunities.
- Why this job: Join a growing team and make a real impact in trust management.
- Qualifications: Fully qualified ACA or ACCA with strong trust and estate experience.
The predicted salary is between 49500 - 60500 £ per year.
Trust Manager – Winchester Winchester Hybrid Flexible Working Competitive, based on experience A well-established accountancy and tax advisory practice in Winchester is seeking an experienced Trust Manager to join its growing Trusts and Estates team .
This is a client-facing role offering responsibility for a diverse portfolio of UK trust and estate clients , with involvement in advisory work and progression opportunities.
This opportunity is ideal for a fully qualified ACA or ACCA professional with strong trust and estate experience who is ready to step into, or continue within, a Manager-level role.
The Role As Trust Manager , your responsibilities will include: Managing a portfolio of Trust and Estate clients Preparation and review of trust and estate tax returns and trust accounts Reviewing Inheritance Tax (IHT) returns , including death estates, periodic and exit charges Assisting Partners and Senior Managers with trust advisory projects and technical queries Ongoing management of trust administration, including the Trust Registration Service (TRS) Acting as a key point of contact for clients and trustees Attending Trustee meetings with Partners ...
Trust Manager – Winchester in Hampshire employer: Oscar Wood Careers
Join a well-established accountancy and tax advisory practice in Thame, where you will thrive in a supportive and forward-thinking environment. With a focus on employee growth, this role offers the chance to mentor junior team members while managing a complex portfolio of clients, all within a culture that values flexibility and work-life balance. Enjoy competitive remuneration and the opportunity to make a meaningful impact in a dynamic team dedicated to excellence in trust management.
