Trusts & Estates Senior Manager- West End

Howells Consulting Ltd; London; Hybrid; GBP 80,000 - 90,000; Full time

Job summary

An established industry player in the accountancy sector is seeking a Senior Manager for their Private Client Services team. This role offers the chance to work with a prestigious client base, providing expert Trusts & Estates tax advisory services. You will collaborate closely with experienced directors and partners, managing a diverse portfolio of trusts and estates while ensuring compliance and delivering tailored estate planning advice. With a strong emphasis on work/life balance and hybrid working options, this position is perfect for professionals looking to make a significant impact in a supportive environment. Join a friendly team that values your expertise and offers a rewarding career path.

Benefits

Hybrid Working Opportunities

Supportive Team Environment

Work/Life Balance

Qualifications

• Experience in Trusts & Estates tax advisory at a senior level.
• Strong understanding of estate planning and IHT regulations.

Responsibilities

• Oversee a portfolio of UK trusts and estates, ensuring compliance.
• Provide expert advice on estate planning and trust structuring.

Skills

Trusts & Estates Tax Advisory

Estate Planning

IHT (Inheritance Tax) Knowledge

Trust Structuring

Complex Trust Accounts Preparation

Education

Relevant Professional Qualification

Degree in Finance or Law

Tools

Tax Software

Accounting Software

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-£90k 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 UK 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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