Trusts & Tax Senior – London

Howells Consulting Ltd; Greater London; Hybride; GBP 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid working model

Career progression support

Résumé du poste

A high-end private client firm in greater London is seeking an experienced Trust & Tax Senior to manage a portfolio of trusts with a focus on client relations. The role offers hybrid working, allowing for 2-3 days of remote work. Candidates will receive support for the STEP qualification and career progression toward AM and Manager levels. The expected salary is around £40k-£50k, depending on experience, along with additional benefits.

Qualifications

• Experience in managing a portfolio of trusts and their administration.
• Strong client communication skills and a client-facing role.
• Ability to liaise with third-parties efficiently.

Responsabilités

• Manage a portfolio of trusts, including administration and accounts.
• Prepare tax returns and liaise with clients and third-parties.
• Support team development towards AM and Manager grades.

Connaissances

Trust management

Client-facing communication

Tax return preparation

Formation

STEP qualification (support provided)

Description du poste

We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working).

The position would suit an experiencedTrust Senior looking to join a private client-focused firm, that advises HNW/UHNW families and their personal wealth.

The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role.

Full support will be provided with the STEP qualification if required. The team has a strong track-record of developing its advisers and will support progression towards AM and Manager grades.

The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes. Salary dependent on experience but likely to be c.£40k-£50k + bens Ref 673

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.