Trusts & Estates Senior Manager - Law Firm

Howells Consulting Ltd; City Of London; Hybrid; GBP 85,000 - 95,000; Full time

Job summary

A leading law firm in London is looking for a Senior Manager to join their Trusts & Estates team. The ideal candidate will be STEP qualified and have a strong background in tax and accounting. Responsibilities include managing client relationships, overseeing trust administration, and ensuring compliance with tax reporting. The role offers a competitive salary between £85k and £95k, along with hybrid working options.

Qualifications

• Likely STEP qualified with a tax and/or accounting qualification.
• Excellent communication and relationship management skills.
• Deep understanding of taxation of trusts.

Responsibilities

• Perform key client relationship management as a senior member.
• Serve as the primary contact for trustees and beneficiaries.
• Manage annual trust accounts and tax return compliance.
• Oversee CGT, IHT, and income tax reporting.
• Advise offshore trustees with UK resident beneficiaries.
• Manage registrations under the trust registration service.

Skills

Excellent communication skills

Relationship management

Taxation of trusts

Education

STEP qualification

Tax and/or accounting qualification

Job description

Overview

We are working closely with a leading Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts & Estates team.

The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.

Responsibilities

• Performing a key client relationship management role as a senior member of the team.
• Serving as the primary point of contact for trustees, beneficiaries and intermediaries.
• Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.
• Managing the annual trust accounts and tax return compliance cycle.
• Overseeing CGT, IHT and income tax reporting and ad hoc planning.
• Advising offshore trustees with UK resident beneficiaries.
• Overseeing the preparation of IHT returns for 10-year and exit charges.
• Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.
• Managing registrations under the trust registration service and AEOI reporting.

Qualifications

• Likely STEP qualified and hold a tax and/or accounting qualification.
• Excellent communication and relationship management skills; deep understanding of the taxation of trusts.

Salary and Benefits

Salary will be dependent on experience but is likely to be £85k - £95k + bens. Hybrid working is also on offer.

How to apply

To find out more please email [e-mail] quoting Ref 708. Alternatively, simply apply below.