Private Client Trusts Manager — Hybrid & High-Impact

Saffery Champness; Peterborough; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

35-hour week with hybrid policy (home

27 days annual leave

Life Assurance

Profit-Sharing Plan

Discretionary bonus scheme

Job summary

Saffery Champness seeks an enthusiastic Assistant Manager or Manager to join our Trusts team across London and the South, contributing to the Private Client Group with a broad range of services to private clients and their ultimate owners.

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, offering opportunities in advisory, tax and accounting services to private clients, landed estates and rural businesses.

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 matter.

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.

Skills

Client relationships

Trusts and estates

Tax planning

People coaching

Education

ACA/ACCA/CTA or STEP

Job description

Saffery Champness seeks an enthusiastic Assistant Manager or Manager to join our Trusts team across London and the South, contributing to the Private Client Group with a broad range of services to private clients and their ultimate owners.

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, offering opportunities in advisory, tax and accounting services to private clients, landed estates and rural businesses.