Trust & Tax Manager - London

Howells Consulting Ltd; London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A leading provider of private client tax and trusts advice is looking for a Tax & Trusts adviser at Manager level to join their expanding Trusts team. The role involves managing a portfolio of trusts, overseeing junior staff, and collaborating with senior directors on advisory projects. Ideal candidates will be STEP qualified with strong experience in trust taxation and client interaction, seeking to grow within a supportive, hybrid working environment.

Qualifications

• Demonstrable experience in advising on trust taxation.
• Experience with trust accounts, IHT, and estate planning.
• Ability to oversee junior staff and manage client relationships.

Responsibilities

• Responsible for a portfolio of onshore and offshore trusts.
• Act as the primary point of contact for clients.
• Work with Directors and Partners on trust advisory projects.

Skills

Advising on trust taxation

Trust management

Communication with clients

Education

STEP qualification

CTA qualification

Job description

Our client 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 are keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of onshore and offshore trusts, acting as the client’s primary point of contact. You’ll work closely with Directors and Partners on ad hoc trust advisory projects, as well as reviewing trust accounts and returns prepared by junior staff. You’ll oversee day to day trust management, liaising with clients, trustees and third-party advisers.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, 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.

Salary will be dependent on grade and experience but within the band £65k-£75k + bens.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 705

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