Trusts & Estates Manager

Howells Consulting Ltd; City Of London; On-site; GBP 62,000 - 72,000; Full time

Job summary

A mid-sized accountancy firm in London seeks a Trust Manager to oversee a portfolio of high-net-worth trusts and estates. The ideal candidate will have strong communication skills and technical knowledge of trusts and taxation. This role offers opportunities for progression to Senior Manager. Salary is likely in the region of £62k-£72k plus benefits.

Benefits

Benefits package

Scope for progression

Qualifications

• Strong communication skills required to liaise with clients and advisers.
• Technical knowledge of trusts and estate taxation is essential.

Responsibilities

• Oversee a portfolio of HNW trusts and estates.
• Work with junior advisers to review trust accounts.
• Manage key client relationships.

Skills

Excellent communication skills

Technical knowledge of trusts and estates

Knowledge of associated taxation

Education

CTA and/or STEP qualification

Job description

Overview

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.

Responsibilities

• Oversee a portfolio of HNW trusts and estates as the clients' primary point of contact. Work with junior advisers to review trust accounts and returns, oversee annual compliance and manage key client relationships.
• Work closely with partners on identifying and advising on ad hoc trust planning projects.

Qualifications

• Excellent communication skills, with strong technical knowledge of trusts, estates and associated taxation.
• The CTA and/or STEP qualification would be helpful.

Opportunity & Compensation

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.

How to apply

To find out more please email [e-mail] quoting Ref 710. Alternatively, simply apply below: