Trust Accounting Manager
other jobs Victus Search
Added before 6 Days
- England,London,City of London
- full-time
- £75,000 - £95,000 per annum
Job Description:
Our client, a global professional services firm, is seeking an experienced trust accountant to join a specialist team managing a portfolio of UK family trusts and grant-making charities while driving business development in this space.
Key Responsibilities * Trust Accounting & Tax Compliance: Prepare and review trust accounts, tax returns, and annual returns, ensuring compliance with UK tax regulations.
* Financial & Trustee Reporting: Lead trustee meetings, present financial statements, and address technical queries from trustees and advisors.
* Tax Planning & Advisory: Oversee the implementation of tax advice, including claims, elections, inheritance tax returns, and related compliance matters.
* Regulatory & Charitable Compliance: Manage trust and charity administration services, ensuring adherence to legal and financial reporting requirements.
* Client & Practice Management: Drive client profitability, monitor WIP and debt collection, and contribute to revenue targets.
* Business Development: Identify cross-selling opportunities and support the expansion of trust and estate services within the firm.
* Technical Expertise & Mentorship: Stay updated on UK tax developments, act as a technical resource for trust-related matters, and mentor junior colleagues.
Key Requirements * Strong technical expertise in UK trust accounting, taxation, and compliance.
* Proven experience managing a portfolio of trusts, including financial reporting and tax matters.
* Knowledge of charitable trust structures and associated tax and accounting requirements.
* CTA or ACA qualification (or equivalent experience) within a private wealth, tax, or trust accounting environment.
* STEP membership is advantageous.
* Excellent relationship management and communication skills.
Key Responsibilities * Trust Accounting & Tax Compliance: Prepare and review trust accounts, tax returns, and annual returns, ensuring compliance with UK tax regulations.
* Financial & Trustee Reporting: Lead trustee meetings, present financial statements, and address technical queries from trustees and advisors.
* Tax Planning & Advisory: Oversee the implementation of tax advice, including claims, elections, inheritance tax returns, and related compliance matters.
* Regulatory & Charitable Compliance: Manage trust and charity administration services, ensuring adherence to legal and financial reporting requirements.
* Client & Practice Management: Drive client profitability, monitor WIP and debt collection, and contribute to revenue targets.
* Business Development: Identify cross-selling opportunities and support the expansion of trust and estate services within the firm.
* Technical Expertise & Mentorship: Stay updated on UK tax developments, act as a technical resource for trust-related matters, and mentor junior colleagues.
Key Requirements * Strong technical expertise in UK trust accounting, taxation, and compliance.
* Proven experience managing a portfolio of trusts, including financial reporting and tax matters.
* Knowledge of charitable trust structures and associated tax and accounting requirements.
* CTA or ACA qualification (or equivalent experience) within a private wealth, tax, or trust accounting environment.
* STEP membership is advantageous.
* Excellent relationship management and communication skills.
Job number 2229590
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Company Details:
Victus Search
Company size: 1–4 employees
Industry: Recruitment Consultancy
Victus Search is a multijurisdictional, independent recruitment partner to institutional and private client firms.Over the past decade, in such a nich...