Trust & Tax Manager

Howells Consulting Ltd; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Tax & Trusts adviser at Manager level to join their award-winning Private Client team. This role involves managing a diverse portfolio of offshore and onshore trusts, providing expert advice on trust taxation and estate planning. The firm fosters a modern and supportive environment, encouraging career growth toward Senior Manager and Director roles. With the flexibility of hybrid working, you can enjoy the balance of working from home and collaborating with a talented team. If you're looking to advance your career in a prestigious firm, this opportunity is perfect for you.

Qualifications

• Demonstrable experience in advising on trust taxation, IHT, and estate planning.
• STEP qualified or CTA preferred for this role.

Responsibilities

• Manage a portfolio of offshore and onshore trusts as the primary contact.
• Oversee preparation and review of trust accounts and returns by junior staff.

Skills

Trust taxation advice

IHT planning

Estate planning

Trust structuring

Education

STEP qualification

CTA qualification

Job description

An opportunity to join the award-winning Private Client team of a high-profile accountancy firm.

Our client is recognised as one of London’s premier providers of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and is 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 will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.

In addition, you will oversee the preparation and review of trust accounts and trust returns by junior staff.

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.

To find out more and to request a full job description, simply email [e-mail].

Alternatively, simply apply below: