Trusts & Estates Manager
We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.
You'll oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.
You'll also work closely with partners on identifying and advising on ad hoc trust planning projects.
As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.
This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.
To find out more please email [email protected] quoting Ref 710
Alternatively, simply apply below:
Howells Consulting is a boutique Tax recruitment firm specialising in the Personal Tax, Trusts, Tax investigations and US/UK private client tax fields.
We act not only for leading accountancy firms, legal practices and private banks, but also many niche Private Client boutiques, family offices and investment houses. If you're a tax or trusts professional looking for your next great role, or simply wish to be kept updated on interesting opportunities, just email [email protected]
Visit our website too at Howells Consulting London – Specialists in Private Client Appointments
Company info
- Website
- Telephone
- 07891 692514
- Location
- 13 Hanover Square
Mayfair
London
.
W1S 1HN
United Kingdom
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