Our client is a respected mid-sized London accountancy firm, that has built a strong and independently recognised Private Client practice. They advise an impressive HNW client base and have particular expertise in advising on trusts (on and offshore), estates, family offices and probate work.
Their Trusts team is growing and is keen to appoint an experienced Trusts accountant at Senior Manger level.
The role will involve overseeing a high quality portfolio of trusts (on and offshore), their accounts, taxation and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role.
Scope also exists to work closely with the partners on ad hoc trust planning projects.
The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration. Experience of probate and estate administration is desirable.
For the right person, scope exists to progress on to Director grade and potentially partnership (particularly if the individual has an interest in networking and business development).
The firm is modern and forward-thinking in its outlook. It is embracing agile working and offers flexible hours where required. Ref 645
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