Trusts Tax Manager

Reference: 4766771

Job d:
Closing date:

Location:

London Salary: 70,000 - 90,000 (per annum)
Job type:
Permanent Working pattern:
Full time / Flexible working

Industry: Accountancy Firms / Trusts Company:
Hays Consultant:
Georgina Bird Hays office:
London-City — 5th Floor, 107 Cheapside,Phone:
Email: georgina.birdI am currently representing a highly reputable Top 40 accountancy firm with one of the UK’s most respected Trusts and Estates teams, based in London. They are looking to recruit an experienced trust and Estates Manager to join their growing department.

This position is ideal for a driven individual looking to deepen their expertise in trusts and estate management. Within the role, you will be preparing and reviewing annual trust and estate tax returns, working on APR, BPR and IHT planning, and providing high level technical advice to a portfolio of UHNWIs, HNWIs, private charities, and other clients.

Within this role, you will:

Manage a portfolio of clients

Review and prioritise trust and estate compliance and advisory work Identify business development opportunities across trust, estate, CGT and IHT advisory services

Work collaboratively with internal legal, personal tax and advisory teams

Maintain strong relationships with external solicitors and professional partners

Deliver tailored estate and tax planning solutions

Build and develop your own client network

Candidate profile:

Strong experience working with trust and estate clients

Solid technical knowledge across trusts, IHT, CGT, APR and BPRPrevious experience managing and developing a teamSTEP qualification or CTA qualification (or working towards)
Benefits:

Competitive salary and pension contribution

Hybrid working

Clear progression with no blockers

Private medical healthcare

Monthly recognition awards

Inclusive, supportive culture with a family-friendly feel #4766771 - Georgina Bird