Private Client Trusts Manager/Assistant Manager

Saffery; High Wycombe; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working policy

Pension scheme

27 days annual leave

Life Assurance

Flexible benefits

Profit-Sharing Plan

Discretionary bonus

Family friendly policies

Job summary

Saffery is seeking an enthusiastic Assistant Manager or Manager to join our Trusts team covering London and the South, integrating with our Private Client Group which serves high-net-worth individuals and businesses. The role offers cross-office collaboration and exposure to complex wealth structures.

The successful candidate will work across trust, tax and estate planning, with potential to broaden into wider private client advisory work.

Qualifications

• Experience working with high-net-worth individuals, families, trusts and estates with personal tax, trust and wealth planning matters.
• Experience working with trusts, estates and related compliance requirements, both in accounting and tax matters; further training available.

Responsibilities

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners, delivering both advisory and compliance services.
• Support Senior Management with identifying planning opportunities and support the delivery of tax advisory projects, working with specialists across the firm.
• Build and maintain strong client relationships, acting as a trusted day-to-day adviser and point of contact.
• Lead client meetings and assist with the implementation of tax planning strategies, including succession planning and inheritance tax guidance.
• Support landed estates, rural businesses and agricultural clients with ownership structures and wealth preservation planning.
• Advise on trust taxation, trust administration and estate-related matters.
• Take responsibility for portfolio management, including WIP monitoring, recoverability and billing.
• Coach and mentor trainees and junior staff, supporting their professional development.

Skills

Client relationship management

Trusts experience

Tax advisory

Education

ACA/ACCA, CTA or STEP qualification

Job description

The role

We are looking for an enthusiastic Assistant Manager or Manager to become a key part of our Trusts team across London and the South and to play a key role in the Private Client Group which provides a wide range of services to businesses and their ultimate owners. Trust services at Saffery include trust accounts & tax compliance, complex tax advice, and the provision of fiduciary services to both UK and international trustees. We can offer varied and interesting work within the group, working with one of the largest and most complex portfolios of trust clients in the UK market.

The role

We are looking for an enthusiastic Assistant Manager or Manager to become a key part of our Trusts team across London and the South and to play a key role in the Private Client Group which provides a wide range of services to businesses and their ultimate owners. Trust services at Saffery include trust accounts & tax compliance, complex tax advice, and the provision of fiduciary services to both UK and international trustees. We can offer varied and interesting work within the group, working with one of the largest and most complex portfolios of trust clients in the UK market.

The role can be based in any of our offices across London and the South, and will work within our market-leading Private Client Group, which provides a wide range of strategic advisory, tax, and accounting services to private clients and their businesses. We do not expect every candidate to have been fully focussed on trust work thus far in their career (and indeed this role can be shaped to be broader than just trust work), but enthusiasm for the sector and intellectual curiosity for complex trust work is a prerequisite. The successful candidate is likely to work cross-office.

The successful candidate will manage a diverse portfolio of high-net-worth individuals, families, trusts, estates and rural businesses. The role combines trust, tax and succession planning advisory work with the oversight of complex compliance matters.

This is a rewarding client-facing opportunity offering exposure to complex wealth structures, trust administration and estate planning. Working within a highly regarded specialist team, you will advise a broad range of private clients, including landed estates, agricultural businesses and trusts, while further developing your career within one of the UK's leading private client practices.

The Responsibilities

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners, delivering both advisory and compliance services.
• Support Senior Management with identifying planning opportunities and support the delivery of tax advisory projects, working alongside specialists across the firm to provide practical and commercially focused advice.
• Build and maintain strong client relationships, acting as a trusted day-to-day adviser and point of contact.
• Lead client meetings and assist with the implementation of tax planning strategies. Provide advice on succession planning, inheritance tax, capital gains tax and wider private wealth matters.
• Support landed estates, rural businesses and agricultural clients with ownership structures, succession planning and wealth preservation planning.
• Advise on trust taxation, trust administration and estate-related matters.
• Take responsibility for portfolio management, including WIP monitoring, recoverability and billing.
• Coach and mentor trainees and junior staff, supporting their professional development.

You

• ACA/ACCA, CTA or STEP qualified.
• Experience working with high-net-worth individuals, families, trusts and estates with personal tax, trust and wealth planning matters.
• Experience working with trusts, estates and related compliance requirements, both in accounting and tax matter (although you need not be dual-qualified – we will support you with further training if appropriate).
• An understanding of the tax considerations affecting landed estates, agricultural businesses and rural property owners.
• Assisting with tax planning projects involving family-owned businesses, property holdings and other private client structures, including partnerships and family investment companies. Working with inheritance tax, capital gains tax, trust taxation and succession planning matters. Liaising with solicitors, financial advisers and other professional advisers as part of a wider client service team.
• Experience managing client relationships and delivering a high standard of client service. A confident communicator, capable of building relationships with clients, intermediaries and colleagues at all levels.
• Experience reviewing the work of junior team members and supporting their development.

Rewards And Benefits

• A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10am – 4pm).
• Excellent benefits including; contributory pension scheme, 27 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies.
• Eligibility for the firm’s Profit-Sharing Plan, which is paid in December.
• Eligibility for the discretionary bonus scheme.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top. Built on values of excellence, integrity, collaborative, progressive and responsible, Saffery is where Potential meets Personal.