Trust Manager – High Profile London Team

Howells Consulting Ltd; Greater London; Sur place; GBP 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

Hybrid working option

Competitive salary package

Résumé du poste

A leading recruitment firm in London is looking for a Tax & Trusts adviser at Manager level. This role involves managing a portfolio of onshore and offshore trusts, acting as the client’s main contact, and supporting junior staff with account preparation. Ideal candidates will be STEP qualified and have experience in trust taxation and estate planning. The position offers a salary between £65,000-£75,000 with hybrid working options available, allowing for work from home 2-3 days a week.

Qualifications

• Demonstrable experience advising on trust taxation and estate planning.
• Ability to manage a portfolio of onshore and offshore trusts.
• Experience in reviewing trust accounts and returns.

Responsabilités

• Take responsibility for a portfolio of onshore and offshore trusts.
• Act as the primary point of contact for clients.
• Liaise with clients, trustees, and third-party advisers.

Connaissances

Advising on trust taxation

Trust management

Client communication

Formation

STEP qualification

CTA qualification

Description du poste

Our client is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and are keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of onshore and offshore trusts, acting as the client’s primary point of contact. You’ll work closely with Directors and Partners on ad hoc trust advisory projects, as well as reviewing trust accounts and returns prepared by junior staff. You’ll oversee day to day trust management, liaising with clients, trustees and third-party advisers.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.

Salary will be dependent on grade and experience but within the band £65,000-£75,000 + bens.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 705

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.