Trusts & Tax Senior — Private Client, Hybrid & Growth

Howells Consulting Ltd; Greater London; Hybrid; GBP 40,000 - GBP 50,000; Full time

Job summary

A specialist recruitment firm is seeking a Trust & Tax Senior to join their high-end Private Client team based in central London. This role involves managing a portfolio of trusts, overseeing their administration and tax return preparation, and engaging with high-net-worth clients. The firm offers hybrid working arrangements and supports career development towards advancement in the field. Salary is around £40k-£50k, depending on experience and includes benefits.

Qualifications

• Experience with managing trust portfolios and their administration.
• Ability to conduct client meetings and liaise with third-parties.
• Knowledge in tax return preparation is essential.

Responsibilities

• Manage a portfolio of trusts, their administration and tax return preparation.
• Liaise with third-parties for effective service delivery.
• Provide excellent client service in a private client-focused firm.

Skills

Client-facing skills

Portfolio management

Tax return preparation

Education

STEP qualification

Job description

A specialist recruitment firm is seeking a Trust & Tax Senior to join their high-end Private Client team based in central London. This role involves managing a portfolio of trusts, overseeing their administration and tax return preparation, and engaging with high-net-worth clients. The firm offers hybrid working arrangements and supports career development towards advancement in the field. Salary is around £40k-£50k, depending on experience and includes benefits.