Trust & Family Office Manager - Top 10 Firm - London
Job Details
A leading Top 10 accountancy and business advisory firm is looking to appoint a Manager into its growing Trust & Family Office team. This is an excellent opportunity for an experienced private client or trust tax professional looking to join a highly regarded team with a strong reputation in the market, a collaborative culture and clear progression opportunities.The team works with a broad portfolio of high-net-worth individuals, trustees, family offices and estates, providing both compliance and advisory support across a range of complex matters.The RoleAs a Manager within the Trust & Family Office team, you will:
- Manage relationships with HNW individuals, trustees and executors as a key point of contact
- Review trust and estate accounts, tax returns and annual compliance work
- Support on complex advisory projects across CGT, IHT, domicile and residence matters
- Advise on trust and company structures for wealth preservation and succession planning
- Work closely with Senior Managers, Directors and Partners on a varied client portfolio
- Identify planning opportunities and support business development initiatives
- Assist with mentoring and developing junior members of the team
The successful candidate will ideally have experience within private client, trusts or family office tax, alongside strong communication skills and a client-focused approach. STEP, CTA or ACA/ACCA qualifications are welcomed, although those currently studying will also be considered.
For more information please contact Lauren McLoughlin:
Phone - 07929 029526
Email - [email protected]
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Company
Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.
When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.
The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.
Company info
- Website
- Telephone
- 020 4549 9941
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