Trust Finance Manager

A new opportunity has arisen for a Trust Finance Manager to join a forward thinking, specialist Private Client practice. You can expect a progressive culture that promotes work / life balance, growth and professional development. The office is set in a picturesque location just outside of Coventry.

Responsibilities will include:

• Managing annual trust accounts completion and tax return compliance.
• Attending trustee meetings with long standing clients, developing relationships.
• Point of contact for trustees, beneficiaries and intermediaries.
• Payments of beneficiaries, liaising with the investment managers.
• Preparation of estate accounts and tax returns.

Requirements:

• We are looking for a qualified accountant (CTA/ACA/ACCA) with experience in a client facing role, and in a trust/tax environment.
• Good technical knowledge of Trust / Tax compliance.
• Proactive, driven, resilient and able to work under your own initiative.
• A highly organised, diligent person with attention to detail.
• A confident communicator who can develop relationships across all business functions.

In return:

Market leading benefits including:

• £60,000 - £75,000 salary, negotiable with experience
• Discretionary bonus
• Flexible working hours
• Hybrid Working - 2 days a week in the office
• 25 days annual leave plus 8 bank holidays
• Private Medical
• Life Assurance
• Lifestyle benefits
• Fast track career progression

If you would like to hear more, please call Sophie Evans, Gleeson Recruitment, on , or apply direct.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

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