Private Client Trust and Tax Manager Trusts and Estates

An exceptional opportunity has arisen for a Private Client Trust & Tax Manager with a focus on Trusts and Estates, offering a fantastic chance to join a well-established and reputable firm in the Professional Services industry located in their flagship HQ in London.

Client Details

This company is a large organisation, well respected in the Professional Services industry. Operating at the highest level for a significant number of years, our customer has consistently provided high-quality service to its clients, making it a trusted name in its field. The company's primary operation is based in Putney, with a diverse workforce driving its success.

Description

• Management of trusts and estates, including the preparation of accounts and tax returns.
• Providing clients with comprehensive financial advice.
• Assisting with the administration of wills and probate.
• Overseeing the tax compliance of private clients.
• Managing relationships with key clients and stakeholders.
• Working closely with the Tax department to ensure best practices.
• Maintaining up-to-date knowledge of industry regulations and legislation.
• Contributing to the ongoing success and growth of the organisation.

Profile

• We are looking for a candidate who wants to develop their professional skills and will work towards qualification of a relevant professional accounting or tax body and / or become a STEP (Society of Trust and Estate Practitioners) member
• Ideally, at least 3 years' experience in a practical accountancy background
• Highly numerate, IT literate, with excellent working knowledge of Excel. These are essential for the successful candidate
• Income Tax, Capital Gains Tax and Inheritance Tax practical knowledge
• Previous experience of using CCH Personal Tax software, CCH Trust Accounts software or similar software is an advantage. These are used for management of long-standing trusts in the team and will be of use for tax returns and some aspects of estate accounting.

Job Offer

• A competitive salary package, ranging between £60,000 - £70,000.
• A comprehensive benefits package, details to be confirmed.
• An inclusive, supportive and growth-oriented work culture.
• The opportunity to work in a prestigious Professional Services firm in Putney.
• The chance to work with a diverse and talented team.

If you believe you are a suitable candidate with the right skills and experience for this role, we encourage you to apply and look forward to reviewing your application.