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Senior Trust Manager - STEP
Job summary
A financial services firm in London is seeking a Senior Trust Manager to manage offshore and onshore trust portfolios. The successful candidate will work closely with Directors on trust structuring, IHT planning, and provide oversight for junior team members. Ideal applicants will have STEP and CTA qualifications, with extensive experience in trust taxation and estate planning. This role offers competitive compensation of £85,000 plus benefits in a hybrid setting.
Benefits
Qualifications
- Proven experience in advising on trust taxation and estate planning.
- Experience managing a portfolio of offshore and onshore trusts.
- Ability to oversee preparation and review of accounts and tax returns.
Responsibilities
- Act as the primary point of contact for trustees.
- Collaborate with Directors and Partners on trust structuring and planning.
- Support junior team members in their accounting and taxation tasks.
Skills
Education
Senior Trust Manager - STEP
£85,000 plus attractive benefits
London / Hybrid
Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London.
The role
You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.
You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.
You
You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters.
You will thrive in a supportive environment will enable you to develop your career and work towards Director and Partner level.
To apply simply contact John at Pro Tax on john.corfield@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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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