At a Glance
- Tasks: Manage a diverse portfolio of Trust and Estate clients while mentoring junior team members.
- Company: Established accountancy practice in Winchester with a supportive culture.
- Benefits: Hybrid working, flexible hours, competitive salary, and career progression.
- Other info: Join a growing team and work closely with Partners on advisory projects.
- Why this job: Step into a senior leadership role and make a real impact in the Trusts team.
- Qualifications: ACA or ACCA qualified with 3+ years of UK practice experience.
The predicted salary is between 45000 - 55000 £ per year.
A well-established accountancy and tax advisory practice in Winchester is seeking a Senior Trust Manager to join its growing Trusts team. This is a senior, client-facing role with responsibility for a complex portfolio of UK trust and estate clients, alongside involvement in advisory work and mentoring junior team members. This opportunity is ideal for an experienced ACA or ACCA qualified Trust professional looking to step into a senior leadership position within a supportive and forward-thinking firm.
The Role
- Managing and reviewing a complex 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
- Supporting Partners with trust advisory projects and technical trust matters
- Overseeing ongoing trust administration, including the Trust Registration Service (TRS)
- Acting as a trusted adviser to clients and trustees
- Attending and leading Trustee meetings alongside Partners where required
- Providing technical guidance, mentoring, and support to junior and mid-level team members
- Ensuring work is delivered to a high technical standard and within deadlines
Candidate Profile
- Fully qualified (ACA or ACCA preferred)
- Minimum 3+ years’ post-qualified UK practice experience, ideally within a medium or large firm
- Strong technical knowledge of UK trusts and estates and associated tax implications
- Proven experience preparing and reviewing trust tax returns and trust accounts
- Solid understanding of Inheritance Tax for trusts and estates
- Agricultural and rural trust experience highly desirable
- Experience using CCH tax and accounting software beneficial
What’s on Offer
- Hybrid working and flexible hours
- Opportunity to work closely with Partners on advisory matters
- Career progression within a growing Trusts team
- Competitive salary and benefits package
Location
Winchester, Hampshire. Easily commutable from Southampton, Eastleigh, Basingstoke and surrounding areas.
Next Steps
For a confidential discussion or to apply, please get in touch with Jack Wood.
Locations
Trust Senior Manager - Winchester employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
