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 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 Winchester, Hampshire Easily commutable from Southampton, Eastleigh, Basingstoke and surrounding areas Next Steps For a confidential discussion or to apply, please get in touch Jack Wood on or