Senior Trusts & Estates Manager – Private Client, Hybrid

Taxation; Greater London; Hybrid; GBP 80,000 - 95,000; Full time

Job summary

A high-quality independent accountancy firm in the West End is seeking a Trusts & Estates tax adviser at Senior Manager level. The role involves providing estate planning, IHT, and trust structuring advice while overseeing a portfolio of trusts and estates. This position offers a competitive salary (c.£80k-£95k) and embraces a hybrid working model, allowing for 2-3 days of remote work each week. If you're ready to join a supportive team that values work/life balance, apply now.

Benefits

Hybrid working model

Supportive team environment

Work/life balance

Qualifications

• Proven experience as a Trusts & Estates tax adviser at Senior Manager level.
• Strong analytical skills in reviewing and preparing complex trust accounts.
• Experience with IHT and trust structuring.

Responsibilities

• Provide estate planning, IHT, and trust structuring advice.
• Oversee a portfolio of trusts and estates.
• Manage third-party relationships and ad hoc trust planning projects.

Skills

Estate planning

IHT advice

Trust structuring

Client relationship management

Job description

A high-quality independent accountancy firm in the West End is seeking a Trusts & Estates tax adviser at Senior Manager level. The role involves providing estate planning, IHT, and trust structuring advice while overseeing a portfolio of trusts and estates. This position offers a competitive salary (c.£80k-£95k) and embraces a hybrid working model, allowing for 2-3 days of remote work each week. If you're ready to join a supportive team that values work/life balance, apply now.