Trust & Estate Executive/Manager (Practice)

Trust & Estate Executive/Manager (Practice)

Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.

Bury St Edmunds

Up to £70,000 + Progression + Training + Private health Care + Company Pension + hybrid + Company Benefits

Are you a Trust & Estate Executive/Manager or similar, looking to join a local and well-established Accountancy with great progression opportunities?

Do you want to work for a company that values its employees offering great personal training opportunities as well as valuing good work life balance?

On offer is the opportunity for a Trust and Estate Executive/Manager to join a well-established accountancy practice who value its employees, have a great close-knit family feel culture and also offer the chance to further your career in a way that suits you.

In this role, as a Trust and Estate Executive/Manager, you will manage a portfolio of Trust and Estate Clients, acting as a trusted advisor to optimize their tax positions while aligning with personal and family objectives. Your responsibilities will include preparing and reviewing tax returns, trust accounts and inheritance tax filings. Alongside this you will also handle client and HMRC correspondence ensuring compliance with key deadlines.

This role would suit a Trust & Estate Executive/Manager with industry experience, and full/part qualification in CTA or STEP.

The Role:

• Managing portfolio of Trust and Estate Clients
• Tax Advisory
• Tax reviews/returns

The Person:

• Trust & Estate Executive/Manager
• Industry Experience
• Local to Bury St Edmunds

Keywords: Trust & Estates, Executive, manager, Tax Accountant, Funds, Junior, Senior, Accountancy, Industry, Career Growth, Bury St Edmunds

REF: BBBH25072JHA

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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