Trust Senior Manager

Trust Senior Manager – Accountancy Practice

Winchester

Hybrid & Flexible Working

Competitive, based on experience

A well-established accountancy and tax advisory practice in Winchester is seeking a Senior Trust Manager to join its growing Trusts team. This is a senior, client-facing role with responsibility for a complex portfolio of UK trust and estate clients
, alongside involvement in advisory work and mentoring junior team members.

This opportunity is ideal for an experienced ACA or ACCA qualified Trust professional looking to step into a senior leadership position within a supportive and forward-thinking firm.

The Role

As Senior Trust Manager
, your responsibilities will include:

Managing and reviewing a complex portfolio of Trust and Estate clients

Preparation and review of trust and estate tax returns and trust accounts

Reviewing Inheritance Tax (IHT) returns
, including death estates, periodic and exit charges

Supporting Partners with trust advisory projects and technical trust matters

Overseeing ongoing trust administration, including the Trust Registration Service (TRS)

Acting as a trusted adviser to clients and trustees

Attending and leading Trustee me...