Trust & Tax Manager - Leading London Team

Tolley; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

Join a prestigious accountancy firm as a Tax & Trusts adviser in their award-winning Private Client team. This role offers the opportunity to manage a diverse portfolio of trusts, providing expert advice on taxation and estate planning. Work closely with experienced Directors and Partners while enjoying a modern, supportive environment that encourages career growth. With the flexibility of hybrid working, you can balance your professional and personal life effectively. If you are STEP qualified and ready to take your career to the next level, this is the perfect opportunity for you.

Qualifications

• Demonstrable experience advising on trust taxation and estate planning.
• STEP qualified candidates preferred for this managerial role.

Responsibilities

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

Skills

Trust Taxation

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. Ref 699

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

Alternatively, simply apply below: