Our client is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and are keen to appoint an additional Tax & Trusts adviser at Manager level.
The role will involve taking responsibility for a portfolio of trusts, acting as their primary point of contact. You’ll undertake the review of trust accounts and trust returns prepared by junior staff, prepare more complex returns/accountants, oversee day to day trust management, liaise with trustees and work closely with Directors and Partners on ad hoc trust structuring.
The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.
Salary will be dependent on grade and experience but within the band £65k-£75k + bens
The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 705
To find out more and to request a full job description, simply email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
Job Features
| Job Category | Trusts |
