Private Client Trusts & Tax Senior - Hybrid, STEP Support

Howells Consulting Ltd; Greater London; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working model

Career progression support

Job summary

A high-end private client firm in greater London is seeking an experienced Trust & Tax Senior to manage a portfolio of trusts with a focus on client relations. The role offers hybrid working, allowing for 2-3 days of remote work. Candidates will receive support for the STEP qualification and career progression toward AM and Manager levels. The expected salary is around £40k-£50k, depending on experience, along with additional benefits.

Qualifications

• Experience in managing a portfolio of trusts and their administration.
• Strong client communication skills and a client-facing role.
• Ability to liaise with third-parties efficiently.

Responsibilities

• Manage a portfolio of trusts, including administration and accounts.
• Prepare tax returns and liaise with clients and third-parties.
• Support team development towards AM and Manager grades.

Skills

Trust management

Client-facing communication

Tax return preparation

Education

STEP qualification (support provided)

Job description

A high-end private client firm in greater London is seeking an experienced Trust & Tax Senior to manage a portfolio of trusts with a focus on client relations. The role offers hybrid working, allowing for 2-3 days of remote work. Candidates will receive support for the STEP qualification and career progression toward AM and Manager levels. The expected salary is around £40k-£50k, depending on experience, along with additional benefits.