Senior Trust Manager - STEP

Pro-Tax; London; Hybrid; GBP 85,000; Full time

Job summary

An established industry player is seeking a Senior Trust Manager to join their dynamic team in London. This pivotal role involves managing a diverse portfolio of offshore and onshore trusts while collaborating with Directors on trust structuring and estate planning. The ideal candidate will be STEP qualified, with substantial experience in trust taxation and IHT matters. This forward-thinking company offers a supportive environment that fosters career development towards Director and Partner levels. If you are passionate about trust management and eager to make a significant impact, this opportunity is perfect for you.

Qualifications

• STEP qualified with experience in trust taxation and estate planning.
• Proven ability to advise on IHT and manage trust portfolios.

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 advice

IHT planning

Estate planning

Education

STEP qualification

CTA qualification

Job description

Senior Trust Manager - STEP

£85,000 plus attractive benefits

London / Hybrid

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

1. You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact.
2. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.
3. You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.

You

1. You will be STEP qualified and ideally also have your CTA.
2. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters.
3. 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]