Charities/Trust Manager

Godalming

About You

Qualified ATT.  Qualified by experience will be considered.

Excellent interpersonal skills are essential together with the ability to form strong client relationships.

Must have flexible and proactive approach to work.

Good communication skills essential.

Must be able to prioritise workload and be an effective time manager.

About The Role

An opportunity has arisen to join the Trust Department within this firm. The main role will be to manage a portfolio of Trust and Charity clients.
In addition, other key duties and responsibilities include:

• To manage a portfolio of trust clients
• To identify tax planning opportunities, including estate planning and mitigation of inheritance tax and use of trusts.
• Preparation of annual trust accounts
• To be responsible for all aspects of trust and estate administration
• To prepare charity accounts and tax repayment claims
• To communicate with clients and other professional advisers
• To assist partners and staff in quoting for new work, including identifying specification and time costs involved.
• To supervise the trust work of junior team members

About Our Client

They take pride in offering a wide range of services equal to that of large City practices, but with the personal care and commitment of the smaller partnership.
They have a wide variety of clients, many of whom have been with the firm for over 40 years.

Things you should know

Excellent benefits including, modern open plan offices, on site gymnasium, free parking, BUPA, Pension scheme, paid overtime.