Trust Senior Manager - Thame

ScreenedHybrid
Thame
Posted 1 week ago
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About the role

Trust Senior Manager – Accountancy Practice

Thame, Oxfordshire

Hybrid & Flexible Working

Competitive, based on experience

A well-established accountancy and tax advisory practice in Thame 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

As Senior Trust Manager, your responsibilities will include:

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 Truste...

About this listing

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