Trust Finance Manager
Coventry
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.
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