Senior Trust & Estates Advisor | Flexible/Hybrid

TPF Recruitment; Maidstone; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Flexible working

Hybrid working

Career development opportunities

Comprehensive benefits package

Job summary

TPF Recruitment is recruiting for a Trust Manager to join a highly respected professional services firm based in Maidstone.

This is an excellent opportunity for an experienced trust professional to join a successful and supportive team. The position can be shaped around the successful applicant's experience, with flexible working arrangements and both full time and part time hours considered.

Qualifications

• Significant experience working with trusts in professional services
• STEP/CTA/ATT or accountancy qualifications advantageous; experienced-by-experience considered

Responsibilities

• Managing a portfolio of trusts and estates
• Preparing and reviewing trust accounts and tax returns
• Advising clients on trust taxation, inheritance tax and capital gains tax matters
• Liaising with trustees, beneficiaries, solicitors, investment managers and HMRC
• Supporting estate administration and wider private client advisory work
• Reviewing work completed by junior members of the team
• Maintaining strong client relationships and identifying opportunities to provide additional support

Skills

Trusts experience

Taxation knowledge

Education

STEP/CTA/ATT or accountancy qualifications

Job description

TPF Recruitment is recruiting for a Trust Manager to join a highly respected professional services firm based in Maidstone.

This is an excellent opportunity for an experienced trust professional to join a successful and supportive team. The position can be shaped around the successful applicant's experience, with flexible working arrangements and both full time and part time hours considered.