Trust and Estate Manager

New Yesterday

Trust and Estate Manager

Department: Tax

Employment Type: Permanent - Full Time

Location: London

Reporting To: Gary Hicks


Description

Team Overview: Join our prestigious London Trusts and Estates team, which ranks among the largest Trust departments for a firm of our size. Our dedicated team of 10 skilled professionals is committed to delivering exceptional service to our clients, which include approximately 600+ trusts, estates, small private charities, and individual clients and their families.

Role Overview: We are seeking an ambitious and knowledgeable Trust and Estate Manager who is eager to enhance their expertise in trust and estate management through continuous learning and development. This role offers the opportunity to provide high-level taxation and general advice across a wide range of trust related matters including trust formation, reorganisations, Agricultural Property Relief (APR), Business Property Relief (BPR), and general Inheritance Tax (IHT) planning. You will also be responsible for completing annual tax returns and accounts.

We also have a close relationship with solicitor’s firms and other professional organisations and offer assistance with providing estate and trust compliance and detailed IHT planning.

About the role


What we're looking for

· Experience within a Trust/Estate team

· Strong technical knowledge in trusts, IHT, CGT, APR and BPR and related areas

· Experience of managing a dedicated team of professional staff

· STEP membership or willing to study for the qualification

· Accountancy or tax qualification (not essential) in ATT & CTA

What we can offer

At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing recruitment@krestonreeves.com. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.

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Apply
Location:
London, England, United Kingdom
Salary:
£125,000 - £150,000
Job Type:
FullTime
Category:
Finance

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