Trust Manager – High Profile London Team

Howells Consulting Ltd; Greater London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A leading tax and trusts advisory firm in Greater London is seeking a Tax & Trusts adviser at Manager level. The successful candidate will manage a portfolio of onshore and offshore trusts, acting as the primary point of contact for clients and supervising junior staff. The role offers a supportive environment for career development and hybrid working arrangements, with a salary range of £65,000-£75,000 plus benefits.

Benefits

Hybrid working arrangement

Career development opportunities

Qualifications

• Significant experience in advising on trust taxation and estate planning.
• STEP qualification and possibly CTA.
• Experience managing both onshore and offshore trusts.

Responsibilities

• Manage a portfolio of onshore and offshore trusts.
• Act as the primary point of contact for clients.
• Oversee day-to-day trust management.

Skills

Advising on trust taxation

Trust account management

Client relationship management

Estate planning

Education

STEP qualification

CTA qualification

Job description

Our client is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and are keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of onshore and offshore trusts, acting as the client’s primary point of contact. You’ll work closely with Directors and Partners on ad hoc trust advisory projects, as well as reviewing trust accounts and returns prepared by junior staff. You’ll oversee day to day trust management, liaising with clients, trustees and third-party advisers.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.

Salary will be dependent on grade and experience but within the band £65,000-£75,000 + bens.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 705

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