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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.
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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