Trust & Tax Manager, High-Profile Team

Taxation; Greater London; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Taxation, a leading private client tax and trusts adviser, is expanding its Trusts & Tax team in Greater London and seeks a Manager-level adviser to support UHNW clients and complex structuring work.

You will own a portfolio of trusts and estates, review accounts and trust returns prepared by junior staff, prepare highly complex returns, and collaborate with Directors and Partners on ad hoc trust planning projects, IHT and estate planning strategies.

Qualifications

• Experience advising on trust taxation, IHT and estate planning.
• Ability to manage portfolio and liaise with Directors/Partners on ad hoc structuring projects.
• Strong technical knowledge of trusts, estates and related tax issues.

Responsibilities

• Own a portfolio of trusts and estates as primary contact.
• Review trust accounts and returns prepared by junior staff.
• Prepare more complex returns and support on tax planning and structuring projects with Directors/Partners.

Skills

Trust taxation

IHT

Estate planning

Education

STEP qualification

CTA (considered)

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