We are working closely with a leading London Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts & Estates team.
The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.
The role will involve working alongside a Trust Manager and Senior Manager, as well as liaising closely with some or the private client profession’s leading Partners. Key duties will include:
– Performing a key client relationship management role as a senior member of the team.
– Serving as the primary point of contact for trustees, beneficiaries and intermediaries.
– Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.
– Managing the annual trust accounts and tax return compliance cycle
– Overseeing CGT, IHT and income tax reporting and ad hoc planning.
– Advising offshore trustees with UK resident beneficiaries.
– Overseeing the preparation of IHT returns for 10-year and exit charges.
– Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.
– Managing registrations under the trust registration service and AEOI reporting.
The incoming Trusts Senior Manager will have a willingness to take on a varied workload encompassing all elements of the work undertaken by the team. Excellent communication and relationship management skills are essential, in addition to a deep understanding of the taxation of trusts.
This is a super opportunity to perform a high profile role, within one of London’s leading Private Client law firms.
Salary will be dependent on experience but up to c.£95k + bens. Hybrid working is also on offer.
To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 708
Alternatively, simply apply below:
Job Features
| Job Category | Trusts |
