Trusts Manager / Senior Manager - London

Clark Wood; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading tax boutique in London is seeking a Trusts Manager or Senior Manager to join their team. You will provide specialist advice on trusts, probate, and estate planning while managing client relationships. The ideal candidate will have experience in a UK accountancy practice and knowledge of Inheritance and Capital Gains Tax. This is an exciting opportunity to develop your career in a highly regarded firm.

Qualifications

• Experience in a UK accountancy practice preferred.
• Knowledge of trusts, probate, and estate planning is essential.
• Familiarity with Inheritance Tax and Capital Gains Tax.
• Ability to work collaboratively across departments.

Responsibilities

• Assist the Director of Trusts and Estates in practice development.
• Manage private client matters with a focus on trusts.
• Provide advice on tax compliance and estate planning.
• Develop relationships with clients and referrers.

Skills

Specialist advice on Private Client focused matters

Relationship management

Tax compliance

Estate planning

Job description

Trusts Manager / Senior Manager - London

This leading central London based Tax Boutique are currently recruiting for a Trust Manager or Senior Manager to join their growing team.

The successful individual will mainly be involved in the provision of specialist advice on all manner of Private Client focussed matters work; including trusts (employment related trusts, family trusts and potentially charitable trusts and foundations), probate, wills, IHT / Estate estate planning, CGT planning, wills and probate, trusts and elderly client services.

Main responsibilities:

• Assisting the Director of Trusts and Estates in growing and developing an ambitious, highly regarded and commercial trust and estate practice.
• Maintain and develop existing relationships with clients and assist in developing new relationships with third party referrers and their clients.
• Assisting the Director of Trusts and Estates in managing private client matters, with a particular focus on trusts.
• Administration of trusts and estates (including tax compliance, accounts preparation and record keeping).
• Advising on Inheritance Tax and Capital Gains Tax matters (including planning)
• Assisting with estate planning reviews for clients focussing on asset protection.
• The successful candidate must be willing to work closely with other departments and fee earners within the Firm.

Further Information:

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone]

Note: This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.