Trust & Tax Assistant Manager

Howells Consulting Ltd; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Trusts & Tax Assistant Manager to join their growing Trusts team. This role involves overseeing tax and accounts compliance for a diverse portfolio of trust structures while advising high-net-worth individuals on inheritance tax and estate planning. The ideal candidate will possess strong client relationship management skills and a relevant accounting or tax qualification. With genuine opportunities for rapid advancement to Manager grade, this dynamic team offers a supportive environment for professional growth and development, including the pursuit of the STEP qualification.

Qualifications

• Erfahrung in der Erstellung und Überprüfung von Trust-Konten und Steuererklärungen.
• Interesse an der Verfolgung der STEP-Qualifikation mit Unterstützung des Unternehmens.

Responsibilities

• Überwachung der Steuer- und Buchhaltungsanforderungen für ein vielfältiges Portfolio von Trust-Strukturen.
• Beratung von HNWIs in Bezug auf IHT und Nachlassplanung.

Skills

Client Relationship Management

Communication Skills

Tax Compliance

Accounting Skills

Education

Accounting Qualification

Tax Qualification

Job description

Our client advises a prominent client base of UK and international UHNWIs, families (old and new money) and family offices. Their Trusts team is growing and keen to appoint a Trusts & Tax Assistant Manager to oversee the tax and accounts compliance on a varied portfolio of trust structures. You'll also advise HNWIs more broadly on IHT and estate planning. In addition, scope exists to work with high-profile Partners on associated trust structuring advice.

The incoming individual will have demonstrable experience of preparing/reviewing trust accounts and trust tax returns. They will be an accomplished client relationship manager with strong communication skills and are likely to hold an accounting or tax qualification. They should also be interested in pursuing the STEP qualification with our client’s support.

Genuine opportunities exist to progress swiftly towards Manager grade, in what is a growing and dynamic Trusts team. Ref 697