Sumer

Senior Trust Manager

Sumer

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Job Level

Senior

About the role

  • Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
  • Preparation of IHT returns for trusts and lifetime transfers
  • Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
  • Reviewing work prepared by more junior team members
  • Training, supervising and mentoring junior team members, including annual appraisals
  • Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
  • Delivering technical trust support and advice to colleagues and Partners
  • Working with the Private Client Partners to identify ways to modernise and improve existing practices
  • Represent the firm within the existing Sumer group for Trusts expertise

Requirements

  • The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous.
  • Excellent attention to detail
  • A proactive attitude
  • The ability to work successfully in a team
  • The ability to work under pressure where necessary
  • Excellent communication skills
  • Excellent organisational skills
  • The ideal candidate should possess strong experience in the areas shown above.
Benefits
  • - 25 days holiday on commencement + bank holidays (some of which are flexible)
  • - Buying and Selling Holiday Scheme
  • - Life Assurance 4x annual salary
  • - Income protection
  • - PHI (Permanent Health Insurance)
  • - Health Cash Plan
  • - Enhanced maternity and paternity packages
  • - Season Ticket Loan (after qualifying period)
  • - Discounted Gym Membership
  • - Discounted Tastecard
  • - Perkbox Membership
  • - Pension Scheme
  • - Cycle voucher scheme
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
IHT complianceIHT returnstrust accountstrust accountingchargeable lifetime transfersannual appraisalstechnical trust support
Soft Skills
attention to detailproactive attitudeteamworkability to work under pressurecommunication skillsorganisational skillsmentoringsupervising
Certifications
CTASTEP