Assistant Trust Manager

Howells Consulting Ltd; City Of London; Hybrid; GBP 52,000 - 62,000; Full time

Job summary

A prominent London accountancy firm is seeking a Trusts Assistant Manager to advise high-net-worth families, their trusts, and estates. The role involves compliance on HNW trusts, preparation of returns, and assisting with trust planning. Candidates should have a tax, trusts, or accounting qualification and experience managing a HNW trusts portfolio. This position offers competitive salary and the possibility to work from home 2-3 days a week.

Benefits

Opportunity for progression to Manager and Senior Manager grades

Flexible working from home

Qualifications

• Demonstrable experience handling a HNW trusts portfolio.

Responsibilities

• Ensure annual tax and accounts compliance for a portfolio of HNW trusts.
• Prepare and review trust and estate returns, trust accounts, and administration.
• Assist with identifying and advising on trust planning opportunities.

Skills

Strong communication skills

Relationship management

Education

Tax, trusts or accounting qualification

Job description

Overview

Prominent London accountancy firm seeks a Trusts Assistant Manager to advise HNW families, their trusts and estates.

Responsibilities

• You'll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively.
• The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration.
• You\'ll also assist directors and partners with identifying and advising on ad hoc trust planning opportunities.
• This is very much a third-party and client-facing role, providing an opportunity to become a true trusted adviser. So strong communication and relationship management skills are important.

Qualifications & Requirements

• The successful candidate is likely to be tax, trusts or accounting qualified and will certainly have demonstrable experience of handling a HNW trusts portfolio.

Location, Salary & Progression

Based in central London, the role offers the scope to work from home 2-3 days a week. Salary dependent on experience but c.£52k-£62k + bens. The team are also keen to support the incoming individual with progression towards Manager and Senior Manager grades. Ref 709

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