Private Client Trusts Manager/Assistant Manager

Saffery; Poole; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working policy with home days

Contributory pension scheme

27 days annual leave

Profit-Sharing Plan

Discretionary bonus scheme

Job summary

Saffery is recruiting for a private client advisory role focused on trusts, estates, and tax planning for high-net-worth individuals and landed estates. You will work within a specialist team delivering advisory and compliance services to a varied client base, including agricultural businesses and family-owned structures.

You will manage client relationships, lead meetings, and collaborate with solicitors and advisers to implement tax planning strategies while mentoring junior staff.

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.
• Working with inheritance tax, capital gains tax, trust taxation and succession planning matters.

Responsibilities

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners, delivering advisory and compliance services.
• Support Senior Management with identifying planning opportunities and delivery of tax advisory projects.
• 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 and succession 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

High-net-worth client experience

Trusts & estates knowledge

Inheritance/capital gains tax

Tax planning for family businesses

Stakeholder communication

Client relationship management

Clear, confident communication

Education

ACA/ACCA, CTA or STEP qualified

Job description

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.

Because individual differences equal collective strength. Built on values of excellence, integrity, collaborative, progressive and responsible, Saffery is where Potential meets Personal.

Company

Who we are

Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we’ve built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we’ve got access to local insight on a global scale.

We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers.

When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

Company info

Website Telephone [phone] Location 71 Queen Victoria Street
London
UK
EC4V 4BE
United Kingdom