Trusts & Tax Senior

Howells Consulting Ltd; Greater London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A specialist recruitment firm is seeking a Trust & Tax Senior to join their high-end Private Client team based in central London. This role involves managing a portfolio of trusts, overseeing their administration and tax return preparation, and engaging with high-net-worth clients. The firm offers hybrid working arrangements and supports career development towards advancement in the field. Salary is around £40k-£50k, depending on experience and includes benefits.

Qualifications

• Experience with managing trust portfolios and their administration.
• Ability to conduct client meetings and liaise with third-parties.
• Knowledge in tax return preparation is essential.

Responsibilities

• Manage a portfolio of trusts, their administration and tax return preparation.
• Liaise with third-parties for effective service delivery.
• Provide excellent client service in a private client-focused firm.

Skills

Client-facing skills

Portfolio management

Tax return preparation

Education

STEP qualification

Job description

We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working).

The position would suit an experiencedTrust Senior looking to join a private client-focused firm, that advises HNW/UHNW families and their personal wealth.

The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role.

Full support will be provided with the STEP qualification if required. The team has a strong track-record of developing its advisers and will support progression towards AM and Manager grades.

The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes. Salary dependent on experience but likely to be c.£40k-£50k + bens Ref 673

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