Trusts & Estates Senior Manager - Law Firm

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.

The role will involve working alongside a Trust Manager and Senior Manager, as well as liaising closely with some or the private client profession's leading Partners. Key duties will include:

- 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.

The incoming Trusts Senior Manager will have a 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, in addition to a deep understanding of the taxation of trusts.

This is a super opportunity to perform a high profile role, within one of London's leading Private Client law firms.

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 [email protected] quoting Ref 708

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