Trust Senior / AM

PRO-TAX RECRUITMENT LIMITED; Greater London; Hybrid; GBP 35,000 - 58,000; Full time

Job summary

PRO-TAX RECRUITMENT LIMITED in London is seeking a Tax Senior / Assistant Manager to work with a Trusts and landed estates portfolio. The role offers hybrid working and a salary range of £35,000 to £58,000 plus a package depending on experience.

The position sits in an award-winning Private Client team, focusing on high-net-worth families. You will provide advisory and compliance services and have a path to accelerate toward Directorship with support to develop through the ranks.

Qualifications

• ATT qualified or Part Qualified (STEP) with a legal or accountancy background.
• Entrepreneurial mindset and client-facing abilities.
• Ambitious to progress toward Directorship.

Responsibilities

• Provide advisory and compliance services for Trusts and landed estates.
• Develop junior staff and contribute to department growth.

Skills

Entrepreneurial mindset

Client-facing communication

Education

ATT Qualified

Part Qualified (STEP)

Job description

Tax Senior / Assistant Manager - Trust / Landed Estate

London

Hybrid working

£35,000 to £58,000 + package (depending on experience)

An new opportunity has arisen working within an award-winning Private Client team in London for a Trusts Senior / Assistant Manager to join to work with an elite portfolio. This team have had a record year both in terms of client wins and overall profits and are now seeking an entrepreneurial-minded and ambitious individual to provide 1st class advisory & compliance services.

This role would suit an individual who has good technical experience in Trusts and is comfortable moving into a mainly client-facing advisory role. You will be working with a portfolio of HNW and UHNW's and working with wealthy families and estates. The role will be in a consulting capacity and you will be helping in the technical development of the Trusts juniors. You will also have the opportunity to join their acceleration Director programme and will be supported to develop through the ranks to Directorship where there are currently no blockers to reach.

Suitable candidates will be either ATT qualified or Part Qualified (& STEP) and will come from either a legal background or accountancy firm. You will have an entrepreneurial spirit and will enjoy working closely with clients.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.