Overview

We are working closely with a leading Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts & Estates team. The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.

Responsibilities

• Performing a key client relationship management role as a senior member of the team.
• Serving as the primary point of contact for trustees, beneficiaries and intermediaries.
• Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.
• Managing the annual trust accounts and tax return compliance cycle.
• Overseeing CGT, IHT and income tax reporting and ad hoc planning.
• Advising offshore trustees with UK resident beneficiaries.
• Overseeing the preparation of IHT returns for 10-year and exit charges.
• Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.
• Managing registrations under the trust registration service and AEOI reporting.

Qualifications and skills

• Likely to be STEP qualified and hold a tax and/or accounting qualification.
• Willingness to take on a varied workload encompassing all elements of the work undertaken by the team.
• Excellent communication and relationship management skills are essential.
• Deep understanding of the taxation of trusts.

Salary and benefits

Salary will be dependent on experience but is likely to be £85k - £95k + bens. Hybrid working is also on offer.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 708. Alternatively, simply apply below.