Trust Manager, High-Profile Team

Howells Consulting Ltd; City Of London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading tax advisory firm in London is seeking a Tax & Trusts adviser at Manager level. The successful candidate will manage a portfolio of offshore and onshore trusts and advise on trust taxation issues. They will also prepare complex returns and work closely with senior staff. This role offers a supportive environment and the flexibility to work from home 2-3 days a week.

Qualifications

• Demonstrable experience of advising on trust taxation, IHT, and estate planning.
• Strong skills in reviewing trust accounts and preparing complex returns.
• Experience working in a hybrid environment.

Responsibilities

• Take responsibility for a portfolio of offshore and onshore trusts.
• Act as the primary point of contact for clients.
• Work on ad hoc trust structuring projects with Directors and Partners.

Skills

Advice on trust taxation

Estate planning

Trusts account review

Education

STEP qualification

CTA qualification

Job description

Join a firm that 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 they are keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. You'll undertake the review of trust accounts and trust returns prepared by junior staff, prepare more complex returns and work closely with Directors and Partners on ad hoc trust structuring projects.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, 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.

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

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