Senior Private Client Trusts Manager

Saffery Llp; United States; Hybrid; USD 94.000 - 134.000; Vollzeit

Benefits dieser Stelle

35-hour working week

Hybrid working policy with up to 3 WFH

27 days annual leave

Life Assurance cover

Flexible benefits package

Profit-Sharing Plan eligibility

Discretionary bonus scheme eligibility

Zusammenfassung

Saffery is seeking an enthusiastic Assistant Manager or Manager to join our Trusts team across London and the South, contributing to the Private Client Group which serves high-net-worth individuals and families with trust accounts, tax compliance, and complex wealth planning. The role offers exposure to a broad portfolio and collaborative cross-office work.

You will work within a market-leading private client group, advising on trust taxation, succession planning, and fiduciary services while

Qualifikationen

• Experience working with high-net-worth individuals, families, trusts and estates with personal tax, trust and wealth planning matters.
• Experience working with trusts, estates and related compliance requirements, both in accounting and tax matters.
• Understanding of tax considerations affecting landed estates, agricultural businesses and rural property owners.
• Assisting with tax planning projects involving family-owned businesses, property holdings and other private client structures, including partnerships and family investment companies.
• Liaising with solicitors, financial advisers and other professional advisers as part of a wider client service team.

Aufgaben

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners, delivering advisory and compliance services.
• Identify planning opportunities and support the delivery of tax advisory projects with specialists across the firm.
• Build and maintain strong client relationships, acting as a trusted day-to-day adviser and point of contact.
• Lead client meetings and assist with the implementation of tax planning strategies.
• Provide advice on succession planning, inheritance tax, capital gains tax and wider private wealth matters.
• Support landed estates, rural businesses and agricultural clients with ownership structures and wealth preservation planning.
• Advise on trust taxation, trust administration and estate-related matters.
• Take responsibility for portfolio management, including WIP monitoring, recoverability and billing.
• Coach and mentor trainees and junior staff, supporting their professional development.

Kenntnisse

Relationship management

Communication

Leadership

Client service

Ausbildung

ACA/ACCA, CTA or STEP qualified

Jobbeschreibung

Saffery is seeking an enthusiastic Assistant Manager or Manager to join our Trusts team across London and the South, contributing to the Private Client Group which serves high-net-worth individuals and families with trust accounts, tax compliance, and complex wealth planning. The role offers exposure to a broad portfolio and collaborative cross-office work.

You will work within a market-leading private client group, advising on trust taxation, succession planning, and fiduciary services while