Assistant Trust Manager – London

Overview

Prominent London accountancy firm seeks a Trusts Assistant Manager to advise HNW families, their trusts and estates.

Responsibilities

• You’ll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively.
• The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration.
• You’ll also assist directors and partners with identifying and advising on ad hoc trust planning opportunities.
• This is very much a third-party and client-facing role, providing an opportunity to become a true trusted adviser. So strong communication and relationship management skills are important.

Requirements / Qualifications

• The successful candidate is likely to be tax, trusts or accounting qualified and will certainly have demonstrable experience of handling a HNW trusts portfolio.

Location & Salary

Based in central London, the role offers the scope to work from home 2-3 days a week. Salary dependent on experience but c.£52k-£62k + bens.

Progression

The team are also keen to support the incoming individual with progression towards Manager and Senior Manager grades.

Reference

Ref 709

About

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.

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