BC Financial Search Ltd
Trusts Manager / Senior Manager
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BC Financial Search Opportunity
BC Financial Search is working with a well-established independent accountancy practice in the North West that is looking to make a key appointment within its growing Trusts & Estates team.
The firm has recently appointed an experienced Trusts Partner to lead and further develop the service line and is now looking to bring another experienced Trust professional into the team. There is considerable flexibility around level. The firm would consider someone from Manager through to Senior Manager or Associate Director, with the responsibilities and package tailored accordingly.
The successful individual can be based from Liverpool, Chester or Widnes, depending on preference, alongside a hybrid working arrangement of three days in the office and two days working from home.
This is an excellent opportunity for someone looking to join an established accountancy practice at an exciting stage in the development of its Trusts offering, with the opportunity to work closely with the Partner and play an important role in the future growth of the team.
Duties and responsibilities
The exact responsibilities will be shaped around the successful individual's experience and level, but are likely to include:
- Managing a portfolio of trusts and estates and acting as a key point of contact for trustees, beneficiaries and other professional advisers.
- Preparing and reviewing annual trust accounts and trust tax returns.
- Preparing income tax, capital gains tax and inheritance tax computations.
- Advising on distributions to beneficiaries and associated tax reporting.
- Managing Trust Registration Service registrations, updates and annual declarations.
- Providing advice on the taxation and administration of a variety of trust structures.
- Supporting clients with inheritance tax and wider trust and estate planning matters.
- Liaising with HMRC, solicitors, investment managers and other professional advisers.
- Ensuring compliance deadlines are met and maintaining a high standard of client service.
- Identifying opportunities to provide additional advice and support to existing clients.
- Supporting and developing more junior members of the team.
- Working closely with the Trusts Partner on the continued development of the department.
- At Senior Manager or Associate Director level, taking a broader role in client development, team leadership and the strategic growth of the Trusts offering.
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Experience and qualifications
The firm is flexible regarding exact background and qualification route, but candidates should have:
- Previous experience working with trusts, estates or private client taxation.
- Strong technical knowledge of trust taxation and compliance.
- Experience preparing or reviewing trust accounts and tax returns.
- Knowledge of income tax, capital gains tax and inheritance tax as they relate to trusts and estates.
- Strong client relationship and communication skills.
- The ability to manage your own workload and portfolio of clients.
- Experience gained within an accountancy practice, legal practice, trust company or another relevant professional services environment.
- STEP, ATT, CTA, ACA or ACCA qualifications would be advantageous, although relevant practical Trusts experience is more important than a particular qualification.
More experienced candidates should ideally have previous experience managing client relationships, developing junior colleagues and contributing to the wider development of a Trusts or Private Client team.
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Benefits
- Competitive salary depending on experience and level.
- Opportunity to join at Manager, Senior Manager or Associate Director level.
- Hybrid working arrangement of three days in the office and two days from home.
- Choice of office location across Liverpool, Chester or Widnes.
- Genuine opportunity for progression as the Trusts offering continues to grow.
- Exposure to a varied portfolio of trusts, estates and private clients.
- Opportunity to work closely with an experienced Trusts Partner and take on increasing responsibility.
- Competitive wider benefits package.
Company culture
The firm is an established independent accountancy practice with a strong presence across the North West and a collaborative, people-focused culture.
Specialist teams work closely together across Tax, Accounts, Audit and Advisory, creating a supportive environment where individuals can draw on expertise from across the wider business.
The Trusts team is at an exciting stage of development following the recent appointment of a new Partner. The successful individual will have the opportunity to contribute to the growth of the team, help shape how the service develops and build their own profile within the firm.
The practice places a strong emphasis on long-term client relationships, professional development and giving experienced individuals the autonomy to take ownership of their work.
Please apply with your CV or contact Ben Copsey at BC Financial Search directly for a confidential discussion.
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