Senior Trust & Estate Manager — IHT/CGT Expert

Kreston Reeves LLP; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A prestigious professional services firm in Greater London is seeking an ambitious Trust and Estate Manager. This role offers the chance to enhance expertise in trust management while managing a dedicated team. Responsibilities include ensuring compliance and advisory services, identifying business development opportunities, and providing high-level taxation advice. The ideal candidate will possess strong technical knowledge in IHT and CGT. Comprehensive benefits including a competitive salary, hybrid working options, and professional development opportunities are provided.

Benefits

Competitive salary

Contributory pension scheme

Private Medical Insurance

Mental Wellbeing support

Development opportunities

Qualifications

• Must possess strong technical knowledge in trusts and taxation matters.
• Experience in managing a dedicated team of professionals.
• Willingness to pursue STEP membership.

Responsibilities

• Plan and oversee trust and estate compliance and advisory workflows.
• Manage a team, including training and mentoring staff.
• Identify business development opportunities for trust and estate services.

Skills

Experience within a Trust/Estate team

Strong technical knowledge in trusts, IHT, CGT, APR and BPR

Experience of managing a dedicated team

STEP membership or willingness to study

Education

Accountancy or tax qualification (e.g., ATT & CTA)

Job description

A prestigious professional services firm in Greater London is seeking an ambitious Trust and Estate Manager. This role offers the chance to enhance expertise in trust management while managing a dedicated team. Responsibilities include ensuring compliance and advisory services, identifying business development opportunities, and providing high-level taxation advice. The ideal candidate will possess strong technical knowledge in IHT and CGT. Comprehensive benefits including a competitive salary, hybrid working options, and professional development opportunities are provided.