Trusts Senior Manager

Rutherford Briant; Ipswich; Hybrid; GBP 50,000 - 72,000; Full time

Job summary

A leading professional services firm in Ipswich seeks an experienced Trusts Manager or Senior Trusts Manager. The role offers a salary ranging from £50,000 to £72,000 plus a 6% cash allowance, focusing on providing tax advisory services to varied clients, including high-net-worth individuals. This position supports flexible working arrangements, with minimal office requirements. Ideal candidates should have experience in trust and estate advisory, particularly with complex tax issues, and be CTA or STEP qualified.

Benefits

Generous base salary + 6% cash allowance

Flexible working framework

Up to 7% matched pension contributions

Private Medical

Life Assurance

Home Technology

Car Arrangement

Dental Insurance

Qualifications

• Experience providing trust, estate and charity advice to high net worth individuals.
• Ability to deal with complex tax issues gained within a practice environment.
• Experience of reviewing Trust accounts and associated tax accounting aspects.

Responsibilities

• Provide Tax Advisory services to start-ups and scale-ups.
• Manage global tax for a diverse range of clients.
• Develop skills through various client interactions.

Skills

Trust and estate advisory

Technical private client experience

Tax issues management

High net worth client interaction

Client development and sales

CTA or STEP qualification

Job description

Do you have Trusts and Estates Experience? Are you looking for a Firm and a team that believes your experience is invaluable? I am currently supporting a Top 10 Firm with offices in Ipswich, Cambridge and Norwich as they look for an experienced Trusts Manager or Senior Trusts Manager to join their close-knit and friendly team, where your experience and knowledge would be truly valued. The salary on offer for this role ranges from £50,000 - £72,000 + 6% cash allowance, depending on the level of experience.

Although this role is based out of the Ipswich office, this Firm operates on a Flexible framework which means that travel to the Ipswich office could be as little as once per month – depending on the needs of the business. So if you live further afield, this could still be the role for you.

This Firm offers lots of opportunity for growth. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each client has different needs and in applying your expertise in different contexts, you’ll develop your skills and gain valuable experience that will serve you throughout your career. Their Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Your expertise helps to manage their global tax proactively and seamlessly.

They looking for someone with:

• Experience providing trust, estate and charity advice to high net worth individuals
• Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
• Experience of reviewing Trust accounts and associated tax accounting aspects (e.g., computing tax pools)
• Experience of dealing with HNW clients
• Some experience of and an appetite for seeking opportunities for developing new clients and for selling new services to existing clients
• CTA and/or STEP qualified

Benefits include:

• Generous base salary + 6% cash allowance
• Flexible Framework and hybrid working
• Up to 7% matched pension contributions
• Private Medical
• Life Assurance for you and your Spouse/Partner
• Home Technology
• Car Arrangement
• Dental Insurance and more

If this Trusts Manager or Senior Trusts Manager role sounds perfect for you then don't delay... APPLY NOW!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.