Private Client Trust and Tax Manager (Trusts and Estates)

Michael Page; Greater London; On-site; GBP 60,000 - 70,000; Full time

Job summary

An exceptional opportunity awaits as a Private Client Trust & Tax Manager at a prestigious Professional Services firm in London. This role offers the chance to manage trusts and estates while providing comprehensive financial advice to clients. You'll be part of a diverse and talented team, working in an inclusive environment that fosters professional growth. With a competitive salary package and a commitment to high-quality service, this position is perfect for those looking to advance their career in a reputable organization. If you're ready to take the next step in your professional journey, this is the role for you!

Benefits

Comprehensive benefits package

Supportive work culture

Prestigious work environment

Diverse team

Qualifications

• At least 3 years' experience in accountancy is essential.
• Desire to pursue professional accounting or tax qualifications.

Responsibilities

• Manage trusts and estates, prepare accounts and tax returns.
• Provide financial advice and oversee tax compliance.

Skills

Income Tax

Capital Gains Tax

Inheritance Tax

Numeracy

IT Literacy

Client Relationship Management

Education

Professional Accounting Qualification

STEP Membership

Tools

CCH Personal Tax Software

CCH Trust Accounts Software

Excel

Job description

An exceptional opportunity has arisen for a Private Client Trust & Tax Manager with a focus on Trusts and Estates, offering a fantastic chance to join a well-established and reputable firm in the Professional Services industry located in their flagship HQ in London.

Client Details

This company is a large organisation, well respected in the Professional Services industry. Operating at the highest level for a significant number of years, our customer has consistently provided high-quality service to its clients, making it a trusted name in its field. The company's primary operation is based in Putney, with a diverse workforce driving its success.

Description

• Management of trusts and estates, including the preparation of accounts and tax returns.
• Providing clients with comprehensive financial advice.
• Assisting with the administration of wills and probate.
• Overseeing the tax compliance of private clients.
• Managing relationships with key clients and stakeholders.
• Working closely with the Tax department to ensure best practices.
• Maintaining up-to-date knowledge of industry regulations and legislation.
• Contributing to the ongoing success and growth of the organisation.

Profile

• We are looking for a candidate who wants to develop their professional skills and will work towards qualification of a relevant professional accounting or tax body and / or become a STEP (Society of Trust and Estate Practitioners) member
• Ideally, at least 3 years' experience in a practical accountancy background
• Highly numerate, IT literate, with excellent working knowledge of Excel. These are essential for the successful candidate
• Income Tax, Capital Gains Tax and Inheritance Tax practical knowledge
• Previous experience of using CCH Personal Tax software, CCH Trust Accounts software or similar software is an advantage. These are used for management of long-standing trusts in the team and will be of use for tax returns and some aspects of estate accounting.

Job Offer

• A competitive salary package, ranging between £60,000 - £70,000.
• A comprehensive benefits package, details to be confirmed.
• An inclusive, supportive and growth-oriented work culture.
• The opportunity to work in a prestigious Professional Services firm in Putney.
• The chance to work with a diverse and talented team.

If you believe you are a suitable candidate with the right skills and experience for this role, we encourage you to apply and look forward to reviewing your application.