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TRUST TAX MANAGER
London Hybrid Working arrangements
£70,000 plus pension and excellent benefits package
Do you manage a portfolio of Trusts and Estate clients with responsibility for ensuring their planning and compliance? Are you an experienced Trust Tax professional looking for a step up or an established Trust Manager looking to work for a leading practice where you can truly realise your career aspirations?
The Opportunity:
This award-winning firm based in London is seeking a Trust Manager to join their department. The successful applicant will be part of the management team and will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work.
Some of your responsibilities:
- Manage your portfolio and deal with tax planning and compliance for UK and offshore trusts, estates and UK private grant making charities
- Provide trust, estate and charity advice to HNWI and trustees
- Experience of reviewing Trust accounts and associated tax aspects
- Great staff and client management
The ideal applicant will be CTA or STEP qualified and have previous experience in a professional services based personal tax team. If you are a team player and enjoy being client facing, then please send your CV to to apply and find out more.
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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.
