Trust & Tax Manager, High-Profile Team

Taxation; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

Taxation is seeking an experienced Trusts & Tax adviser at Manager level to join our private client, trusts-focused team in the UK. You will manage a portfolio of trusts and estates, review accounts and returns, and collaborate with Directors on ad hoc structuring projects, with hybrid working allowing 2–3 days from home.

The successful candidate will typically be STEP qualified (CTA desirable) and possess proven experience in trust taxation, IHT and estate planning, with ambition toward senior

Qualifications

• Experience advising on trust taxation, IHT and estate planning.
• Review trust accounts and returns prepared by junior staff.
• Lead complex trust structuring projects with Directors/Partners.
• STEP qualification preferred; CTA desirable.

Responsibilities

• Own a portfolio of trusts and estates; primary contact.
• Review trust accounts and trust returns prepared by juniors.
• Prepare more complex trust returns.
• Collaborate with Directors and Partners on ad hoc structuring projects.

Skills

Trust taxation

IHT

Estate planning

Portfolio management

Education

STEP qualified

CTA qualified

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 Trusts & Tax adviser at Manager level.

The role will involve taking responsibility for a portfolio of trusts and estates, acting as the 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