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Trust Senior Manager - London

Posted 7 days 23 hours ago by Creative Tax Recruitment

Permanent
Full Time
Banking & Financial Services Jobs
London, United Kingdom
Job Description

Salary £80,000 - £95,000 per annum, Benefits: Range of benefits Location London Job type Permanent Discipline Trust Reference 3938c

We have an excellent opportunity for a trust senior manager at an expanding London-based accountancy firm. Clients include high net worth individuals, estates, and trusts.

We are recruiting for a London-based firm with significant career advancement opportunities. The trust team deals with various trusts nationwide, including estates, probates, individual clients and their families, family offices, and small charities. Most clients are high net worth families, trusts, and estates.

The firm has achieved significant growth in the last few years and is now looking to expand its Trusts and Estates team in London and beyond as part of its growth plans.

What You'll Do

The main objective of this role is to assist the Partner and Senior Manager with the broad array of trusts in their portfolio. You will work with the firm's Tax Planning Teams, advising clients on trust formation, reorganisations and inheritance tax planning.

Your responsibilities will include the following:

  • Managing the financial affairs of high net worth family groups
  • Training, mentoring and appraising a team of four staff
  • Managing debtors, billing and team workflow
  • Ensuring that your team meets critical deadlines for tax compliance and annual accounts

Unlike many trust teams, this business offers the opportunity to advance. You can become senior manager in months or possibly sooner, depending on your experience.

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