Trust Advisor

Summary:

We are an independent firm with one of the largest Trust departments in the North West.  We have an enviable portfolio of trust clients and an excellent reputation locally for delivering a high quality service. Due to expansion we are currently looking for an experienced Trust Advisor to join our dynamic team.

Responsibilities:

• Ensure the computerised accounting records for their portfolio are always accurate and up to date. 
• Review trust accounts, tax returns and computations for Trust Manager approval.
• Review charity accounts and charity returns for Trust Manager approval.
• Assist the Trust Manager with correspondence and queries from clients and other professionals e.g. HMRC, brokers, banks and lawyers.
• Assist the Trust Manager with queries relating to income tax, capital gains tax, inheritance tax and calculations arising from this.
• Assist the Trust Manager with trust accounting administration.
• Assist with general department administration duties.

Ideal Candidate:

• Proven trust, tax and accounts technical knowledge and experience gained in a similar practice environment.
• ATT/STEP is advantageous
• Competent MS Office skills
• Experience using trust accounts system and CCH
• Good communication and presentation skills
• The ability to multi task and work under pressure with accuracy and focus.
• Strong organisation and time management skills
• The ability to influence internal/external clients and colleagues
• The ability to plan and prioritise tasks