Trust and Estate Manager

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

Job summary

A leading financial services firm is seeking a Trust and Estate Manager to support their London team. The ideal candidate will manage a dedicated team, provide high-level advice on trusts and estates, and ensure compliance with tax regulations. They will benefit from a competitive salary and a flexible working environment, including hybrid working options.

Benefits

Competitive salary

Contributory pension scheme

Health Cash Plan

Private Medical Insurance

Work-life balance initiatives

Qualifications

• Experience within a Trust/Estate team.
• Strong technical knowledge in IHT, CGT, APR and BPR.
• Experience managing a dedicated team.

Responsibilities

• Plan, prioritise and review trust and estate compliance and advisory.
• Manage a team, including training and mentoring.
• Identify and pursue business development opportunities.

Skills

Technical expertise in trusts and estates

Business development skills

Team management and mentoring

Education

STEP membership or willingness to study

Accountancy or tax qualification (ATT & CTA)

Job description

Department: Tax

Employment Type: Permanent - Full Time

Location: London

Reporting To: Gary Hicks

Overview

Trust and Estate Manager – London Trusts and Estates team. This role sits within the Tax department and supports a team that serves approximately 600+ trusts, estates, small private charities, and individual clients and their families.

About the role

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.

Responsibilities

• 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

Qualifications and experience

• 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 - 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 - family-friendly policies and proactive steps to create an inclusive environment
• ESG - opportunities to support charitable causes and volunteering
• Travel - 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. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please contact our recruitment team. Your success is important to us, and we are dedicated to supporting a welcoming and inclusive experience for all.