Trust and Estate Manager

Kreston Reeves LLP; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading professional services firm in London is seeking a Trust and Estate Manager to guide their Trusts and Estates team. The role involves team management, compliance review, and expertise in tax planning. Candidates should possess strong knowledge of trust management and relevant qualifications. The firm offers a competitive salary, development opportunities, and a hybrid working model.

Benefits

Competitive salary

Contributory pension scheme

Private Medical Insurance

Employee Assistance Programme

Annual leave plus bank holidays

Hybrid working model

Qualifications

• Experience within a Trust/Estate team is required.
• Strong technical knowledge in trusts and related areas is essential.
• Experience managing a dedicated team of professional staff is necessary.

Responsibilities

• Plan and review trust and estate compliance and advisory.
• Manage a team, including training and appraising staff.
• Collaborate with solicitors and provide bespoke estate planning advice.

Skills

Trust and estate management

Knowledge of IHT, CGT, APR, BPR

Team management

Education

STEP membership or willingness to study

Accountancy or tax qualification (ATT & CTA not essential)

Job description

Team Overview

Join our prestigious London Trusts and Estates team, which ranks among the largest Trust departments for a firm of our size. Our dedicated team of 10 skilled professionals is committed to delivering exceptional service to our clients, which include approximately 600+ trusts, estates, small private charities, and individual clients and their families.

Role Overview

We are seeking an ambitious and knowledgeable Trust and Estate Manager who is eager to enhance their expertise in trust and estate management through continuous learning and development. This role offers the opportunity to provide high-level taxation and general advice across a wide range of trust related matters including trust formation, reorganisations, Agricultural Property Relief (APR), Business Property Relief (BPR), and general Inheritance Tax (IHT) planning. You will also be responsible for completing annual tax returns and accounts. We also have a close relationship with solicitor’s firms and other professional organisations and offer assistance with providing estate and trust compliance and detailed IHT planning.

About the role

• Plan, prioritise and review of trust and estate compliance and advisory whilst ensuring effective team workflow.
• Possess a high level of technical expertise;
• Be directly responsible for managing a team of people, including training, mentoring and appraising staff;
• Oversee workflow, billing and debtor management to meet financial targets ensure key deadlines including annual accounts, tax compliance, and important dates are met.
• Identify and pursue business development opportunities in trust and estate compliance and advisory services together with CGT and IHT planning opportunities.
• Collaborate closely with our in-house solicitors, Personal Tax Team, and Tax Advisory Team to provide integrated services.
• Maintain strong relationships with solicitors' firms and other professional organisations to support estate and trust compliance.
• Assist in delivering bespoke estate planning advice tailored to client needs.
• Develop and build own network of intermediaries and prospects

What we're looking for

• Experience within a Trust/Estate team
• Strong technical knowledge in trusts, IHT, CGT, APR and BPR and related areas
• Experience of managing a dedicated team of professional staff
• STEP membership or willing to study for the qualification
• Accountancy or tax qualification (not essential) in ATT & CTA

What we can offer

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave – 25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition – monthly nominations for financial awards based on culture and values
• Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
• Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
• Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing [e-mail]. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.

About Kreston Reeves

With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs.

We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.

We’re proud to be B Corp certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.

For further information, and to apply, please visit our website via the “Apply” button below.