Trust Manager

The Firm

HW Fisher & Company is a top 25 UK chartered accountancy firm. We are a commercially astute organisation with a personal, partner-led service aimed at entrepreneurial small and medium enterprises (SMEs), large corporates and high-net worth individuals.

Our clients come from many different backgrounds and are active in all branches of commerce and industry. Our reputation is grounded in quality, delivering premium advisory services efficiently and cost-effectively.

Founded in 1933, the practice comprises 28 partners and approximately 310 staff supplying a range of services spanning audit, corporate taxation, private client services, VAT, business recovery and forensic accounting, together with a range of sector groups offering specialist industry knowledge.

The Department

The Trust team is a small yet busy department of the firm, currently comprising of an experienced Senior Manager, a Manager, a Supervisor and a Trainee.

The department deals with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns and reporting Inheritance Tax events for over 400 trusts and estates. They also provide a full tax review service for trusts and estates, increasingly with an offshore nature.

The Role

Working closely with the existing Senior Manager, the duties and responsibilities of this role would include the following:

  • Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
  • 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 and supervising junior team members
  • General trust administration including trust financial management and corresponding with other professional advisors
  • Preparing estate accounts and tax returns. There may also be scope for involvement in probate applications.
  • Attending client meetings where appropriate
  • Reporting into the partners on client matters

The Candidate

The successful candidate should demonstrate the following qualities:

  • 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 trust tax and accounting, and the areas listed above. Experience of Troika and Digita software, or other specialist tax and trust software, would be an advantage.

It is not essential for the successful candidate to be accountancy, tax or STEP qualified, although this would be advantageous if already attained.

The Benefits

  • Salary: Competitive
  • Group Life Cover
  • 25 days holiday on commencement
  • Buying and Selling Holiday Scheme
  • Flexi-time
  • PHI (Permanent Health Insurance)
  • Contributory Private Health Scheme
  • Non-Contributory Health Cash Plan
  • Season Ticket Loan (after qualifying period)
  • Discounted Gym Membership
  • Pension Scheme
  • Cycle voucher scheme

To apply for this position please contact Michael Fraser at mfraser@hwfisher.co.uk.


Contact us

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Contact us

We’d love to hear from you. To book an appointment or to find out more about our services: