Trusts Assistant Manager - Guildford

  • Location

    Guildford

  • Sector:

    Trusts

  • Job type:

    Permanent

  • Salary:

    47000 - 52000

  • Contact:

    Michael Howells

  • Contact email:

    michaelhowells@howellsconsulting.co.uk

  • Job ref:

    .636

  • Published:

    4 months ago

  • Expiry date:

    2020-06-17

  • Client:

    #

One of Guildford’s leading accountancy firms is keen to recruit an additional Trusts Assistant Manager, as part of their ongoing growth plans for their Private Client team.

The firm has built a strong reputation for advising HNWIs (UK and international), family offices and landed wealth. Their Trusts team performs an integral role, delivering ad hoc planning advice and compliance services regarding a wide range of on and offshore trust structures.

Demand for their expertise continues to grow and they now seek an additional Trusts adviser at Assistant Manager level. The incoming individual will take responsibility for a portfolio of trusts. They will supervise junior advisers and ensure accurate completion of trusts returns and accounts. The individual will also have the opportunity to work with respected partners and directors on ad hoc advisory projects.

In addition to strong trusts tax and accounting knowledge, the individual will need to have excellent communication and interpersonal skills. This is very much a client-facing, relationship management role – liaising with clients, trustees and their third-party advisers. The STEP qualification is preferred but is not essential. Support will be provided with completion of STEP if required.

This is a super opportunity to join a friendly, sociable and thriving office that has built a strong reputation in the private client field. Ref 636

To find out more please contact Michael Howells on 07891 692514 or email michaelhowells@howellsconsulting.co.uk

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