Trusts & Estates Senior Manager

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

Job summary

An independent accountancy firm in Greater London is seeking a Trusts & Estates Tax Adviser at Senior Manager level. The successful candidate will provide comprehensive estate planning and trust structuring advice to UK and international high-net-worth individuals. This role offers a great work/life balance with hybrid working options and fantastic growth opportunities within a supportive team environment. Strong experience in managing trusts and estates is essential.

Benefits

Hybrid working model

Work/life balance

Supportive team environment

Qualifications

• Senior Manager level experience in Trusts & Estates tax advisory.
• Ability to prepare complex trust accounts and tax returns.
• Experience working with high net worth individuals.

Responsibilities

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

Skills

Estate planning

IHT advice

Trust structuring

Managing third-party relationships

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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