Trusts & Estates Senior Manager- West End

Howells Consulting Ltd; London; Hybrid; GBP 80,000 - 95,000; Full time

Job summary

A leading independent accountancy firm in London's West End seeks a Senior Manager Trusts & Estates tax adviser. This role offers the opportunity to provide expert advice to high net worth clients while working within a supportive and hybrid working environment. Join a team that values work/life balance and contributes to complex trust and estate planning projects.

Qualifications

• Experience at Senior Manager level in tax advisory.
• Solid understanding of trusts and estates taxation.
• Ability to manage complex relationships and provide tailored advice.

Responsibilities

• Providing estate planning and IHT tax advice.
• Overseeing a portfolio of trusts and estates.
• Managing third-party relationships and undertaking ad hoc planning projects.

Skills

Estate Planning

IHT Advice

Trust Structuring

Trust Account Review

Job description

We are working closely with a high-quality independent accountancy firm in the West End. Private Client Services are at the core of their business and they advise an impressive client base of UK and international HNWIs.

Their Private Client team is busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£95k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice.

They will also oversee a portfolio of trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships.

It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance.They are a friendly and supportive team, that has embraced hybrid working, so there is scope to work from home 2-3 days a week, if one wishes. Ref 696

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