Trust Senior Manager – Accountancy Practice
Thame, Oxfordshire
Hybrid & Flexible Working
Competitive, based on experience
A well-established accountancy and tax advisory practice in Thame 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 meetings alongside Partners where required
Providing technical guidance, mentoring, and support to junior and mid-level team members
Ensuring work is delivered to a high technical standard and within deadlines
Candidate Profile
Fully qualified (ACA or ACCA preferred)
Minimum 3+ years’ post-qualified UK practice experience, ideally within a medium or large firm
Strong technical knowledge of UK trusts and estates and associated tax implications
Proven experience preparing and reviewing trust tax returns and trust accounts
Solid understanding of Inheritance Tax for trusts and estates
Agricultural and rural trust experience highly desirable
Experience using CCH tax and accounting software beneficial
What’s on Offer
Hybrid working and flexible hours
Opportunity to work closely with Partners on advisory matters
Career progression within a growing Trusts team
Competitive salary and benefits package
Location
Thame, Oxfordshire
Easily commutable from Oxford, Aylesbury, High Wycombe and surrounding areas
Next Steps
For a confidential discussion or to apply, please get in touch Jack Wood on jack@oscar-wood.co.uk or 07817 796391