Senior Trust Manager - STEP

PRO-TAX RECRUITMENT LIMITED; City Of London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Manager to join their dynamic team in London. This role involves managing a diverse portfolio of offshore and onshore trusts, providing expert advice on trust taxation, IHT planning, and estate succession. You will collaborate closely with Directors and Partners, ensuring high-quality service delivery while mentoring junior team members. This supportive environment offers the opportunity to develop your career towards Director and Partner levels, making it an exciting prospect for driven professionals looking to enhance their expertise in trusts and estates.

Qualifications

• STEP qualified with experience in trust taxation and estate planning.
• Proven ability to manage trust portfolios and oversee junior staff.

Responsibilities

• Manage a portfolio of offshore and onshore trusts as primary contact.
• Oversee preparation and review of trust accounts and tax returns.

Skills

Trust taxation advisory

IHT planning

Estate planning

Team leadership

Education

STEP qualification

CTA qualification

Job description

Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London.

The role

You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.

You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.

You

You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters.

You will thrive in a supportive environment that will enable you to develop your career and work towards Director and Partner level.

To apply, simply contact John at Pro Tax on [e-mail]

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