Trusts Assistant Manager - Client-Facing & Hybrid

Howells Consulting Ltd; City Of London; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working 2-3 days/wk

Bonus potential

London location

Job summary

London law firm’s Private Client team is seeking an experienced professional to oversee a high-end portfolio of trusts and estates, handling related accounts, returns and compliance.

The role includes supervising junior advisers and collaborating with senior managers on ad hoc trust planning projects. Hybrid working 2-3 days a week; salary £55k-£65k plus bens and bonus, dependent on experience.

Qualifications

• Strong experience advising on trusts and estates accounts and tax returns.
• Excellent grasp of UK trust taxation.
• Confident communicator with client relationship management skills.
• Experience supervising junior advisers desirable.

Responsibilities

• Oversee trusts/estates accounts, returns and compliance.
• Supervise a team of junior trusts advisers.
• Collaborate with senior managers and partners on planning projects.
• Interact with clients and third parties as needed.

Skills

Trusts advice

Accounts preparation

Tax returns

Client relationship management

Communication skills

Education

STEP/ATT/ACA desirable

Job description

London law firm’s Private Client team is seeking an experienced professional to oversee a high-end portfolio of trusts and estates, handling related accounts, returns and compliance.

The role includes supervising junior advisers and collaborating with senior managers on ad hoc trust planning projects. Hybrid working 2-3 days a week; salary £55k-£65k plus bens and bonus, dependent on experience.