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Trusts Senior Tax Manager - Ipswich

PRO-TAX RECRUITMENT LIMITED

Ipswich

On-site

GBP 50,000 - 80,000

Full time

Yesterday
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Job summary

Join a prestigious Top 10 firm as a Senior Trusts Manager, where you will lead client relationships and manage a diverse portfolio of Trusts. This role offers significant autonomy, allowing you to focus on client needs and contribute to the firm's growth without micromanagement. While a STEP qualification is preferred, strong experience in Trusts is the key requirement, and full support for certification will be provided. This is an exciting opportunity for career advancement in a supportive and esteemed team known for their excellence in Trusts and Probates.

Qualifications

  • Strong experience in Trusts is preferred.
  • Full support for STEP qualification will be provided.

Responsibilities

  • Build relationships with clients and assist on Trusts and Probates.
  • Work in partnership with the Head of Private Client Tax.

Skills

Trusts Management
IHT Planning
Family Wealth Management
Long-term Tax Planning

Education

STEP Qualification
Experience in Trusts

Job description

Exclusive opportunity to join a Top 10 firm as their leading Senior Trusts Manager! This well established and esteemed team have won awards for their work across Trusts and Probates and is now looking for a Senior Trusts Manager to join and work with their long-standing clients.

Due to the intimate size of this team, the firm are seeking a capable individual who is confident lending their technical skills to an impressive portfolio of work. As the Trusts Senior Manager you will build relationships with your client base and will assist on issues including IHT, family wealth management and long-term tax planning.

In this highly autonomous role, you will work in partnership with the Head of Private Client Tax, focused not only on your clients but the growth and prosperity of the firm as a whole. There is a huge potential for career growth as well as the freedom to manage your role with no micromanagement.

Whilst the STEP qualification is preferred, it is not essential as strong experience in Trusts is preferred. Full support for STEP will be provided to candidates seeking to become qualified.

Interested in finding out more please call email Jennifer.nelson@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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