Trusts & Estates Senior Manager

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

Join a high-quality independent accountancy firm in the West End, where Private Client Services are at the core of their business. The team advises an impressive client base of UK and international HNWIs, their families and trusts.

They are busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£95k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice.

They will also oversee a portfolio of trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships.

It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance. They are a friendly and supportive team, that has embraced hybrid working, so there is scope to work from home 2-3 days a week, if one wishes. Ref 696

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