Hays Accounts and Finance
Norwich, UK
Trusts Assistant Manager / Manager An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium and high-net-worth individuals on all aspects of their personal tax affairs. Although hybrid working is preferred, the firm may consider fully remote for the right candidate. About the RoleAs a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services. Key responsibilities include: Managing a portfolio of trusts, overseeing administration and compliance. Reviewing annual trust accounts and tax returns using specialist accounting software. Advising trustees on asset management, inheritance tax calculations, and returns. Drafting trustee minutes and resolutions in accordance with legal...