Trust Assistant Manager

Howellsconsulting; London; On-site; GBP 52,000 - 62,000; Full time

Job summary

Join a respected Private Client team as a Trusts & Tax Assistant Manager, advising on tax compliance for diverse trust structures and engaging with high-profile clients. This dynamic role offers quick progression towards Manager grade and the opportunity to pursue the STEP qualification with support.

Qualifications

• Demonstrable experience of preparing trust accounts and tax returns.
• Interest in pursuing the STEP qualification with support.

Responsibilities

• Oversee tax and accounts compliance on a varied portfolio of trust structures.
• Advise HNWIs on IHT and estate planning.
• Work with Partners on trust structuring advice.

Skills

Client relationship management

Strong communication skills

Education

Accounting qualification

Tax qualification

Job description

A super opportunity to join a respected Private Client team.

Our client advises a prominent client base of UK and international UHNWIs, families (old and new money) and family offices. Their Trusts team is growing and keen to appoint a Trusts & Tax Assistant Manager to oversee the tax and accounts compliance on a varied portfolio of trust structures. You’ll also advise HNWIs more broadly on IHT and estate planning. In addition, scope exists to work with high-profile Partners on associated trust structuring advice.

The incoming individual will have demonstrable experience of preparing trust accounts and trust tax returns. They will be an accomplished client relationship manager with strong communication skills and are likely to hold an accounting or tax qualification. They should also be interested in pursuing the STEP qualification with our client’s support.

Genuine opportunities exist to progress swiftly towards Manager grade, in what is a growing and dynamic Trusts team. Salary dependent on experience but likely to be in the region £52k – £62k + bens. Ref 697

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