Trust Manager - London

Our client is a high-profile mid-sized accountancy firm, that has built a strong reputation in the Private Client field. They act for HNW / UHNW entrepreneurs, business owners and families (many of whom are UK res non dom).
 
The firm’s Private Client department maintains a high profile internally, reflecting the importance of personal tax and trusts work to the business.
 
Their Trusts & Estates team is thriving, growing and playing a key role in the ongoing success of the Private Client department. They now seek a Trust Manager with extensive experience of advising on Trust taxation and accounts.
 
Working closely with the head of department they will get involved with:
  • Preparation and review of annual trust accounts for UK and offshore trusts, including charitable trusts
  • Preparation and review of IHT returns for trusts and lifetime transfers
  • Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
  • Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
  • Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
  • General trust administration including trust financial management and corresponding with other professional advisors
  • Preparing estate accounts and tax returns. There may also be scope for involvement in probate applications.
  • Training and supervising junior team members
  • Attending client meetings where appropriate
The role would suit a Trust Manager seeking a new challenge or alternatively, a talented Assistant Manager looking to step up to Manager grade for the first time.
STEP, tax and/or accounting qualifications would be ideal, but it is the nature of the individual’s trusts experience that is most important. Ref 628
 
To find out more please contact Michael Howells on 07891 692514 or email michaelhowells@howellsconsulting.co.uk 
 
Alternatively, simply apply below.
 
Howells Consulting Ltd - Specialists in Private Client Appointments