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Senior Trust Manager – To £92k

Howells Consulting Ltd

City of London

On-site

GBP 82,000 - 92,000

Full time

30+ days ago

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Job summary

A respected accountancy firm in London is seeking an experienced Senior Trusts Accountant. This role involves overseeing a portfolio of trusts, managing accounts, and ensuring compliance. Candidates should hold a STEP qualification and have significant experience in trust taxation. The firm offers flexible working arrangements with a salary range of £82k-£92k plus benefits.

Benefits

Flexible working hours
Career progression opportunities

Qualifications

  • Extensive experience in advising on trust taxation, accounts and administration.
  • Management of a team of trusts professionals.
  • Experience with annual compliance cycle and client-facing roles.

Responsibilities

  • Oversee a high-quality portfolio of trusts, managing their accounts and taxation.
  • Review complex tax returns and ensure compliance.
  • Work on ad hoc trust planning projects.

Skills

Advising on trust taxation
Client relationship management
Oversight of tax returns
Team management

Education

STEP qualification
Job description

Our client is a respected mid-sized London accountancy firm, that has built a strong reputation in the Private Client field. Their team is independently recognised for the strength of its expertise. They advise an impressive HNW client base including on and offshore trusts, estates, family office and probate work.

Their Trusts & Estates team is growing and is keen to appoint an experienced Trusts accountant at Senior Manger level.

The role will involve overseeing a high quality portfolio of trusts, their accounts, taxation and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role.

They will also work closely with directors and partners on ad hoc trust planning projects – creation, restructuring and cessation.

The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration.

For the right person, scope exists to progress on to AD and Director grades.

The firm is modern and forward-thinking in its outlook. It is embracing agile working and offers flexible hours where required. Salary will be dependent on experience but is likely to be in the region £82k-£92k + bens. Ref 714

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.

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