Trusts Senior Manager - Surrey

Posted 6 months ago by Howells Consulting Ltd
Contract Type Permanent
Salary 75000 - 80000
Sector Trusts
Hours Full Time
Job Type Practice
Recruiter Type Recruitment Consultant
Posted 6 months ago
Apply by Wednesday, 7 November 2018

A rare opportunity to perform a high-end Trust advisory role without having to commute into London.

Our client has developed a strong reputation in the Private Client Tax and Trusts field, acting for UK and international HNW/UHNW individuals and families. Their Surrey office handles trust accounting, trust taxation and trust advisory services for an impressive on and offshore portfolio.

They now seek a Senior Trust Manager for their Leatherhead office, to perform the following tasks:

- Oversee a team of junior trust accountants

- Review and preparation of complex trust returns and trust accounts

- Advising on both onshore and offshore trust planning

- Provide tax planning advice relating to offshore structures

The individual will be a STEP qualified trust accountant (probably also ACA or CTA), with extensive experience of preparing and reviewing complex trust accounts and returns. They will also be an accomplished trust planning professional used to advising on issues including:

- forensic calculation and reporting of historic pools of relevant income and gains under the provisions of s86/s87 TCGA 1992 and s720/s731 ITA 2007

- advising on tainting provisions for protected foreign settlements 

- changes to the UK taxation regime in relation to long term UK resident non-domiciled individuals

- Advice over changes to the inheritance tax regime for UK residential property held through offshore corporate structures

This is a high profile, high quality environment looking to hire a top-tier adviser. Remuneration is therefore highly competitive and set at London rather than regional rates.Ref 617

For further details of this opportunity please contact Michael Howells on 07891 692514 or email 

Alternatively, please apply below.

Howells Consulting Ltd - Specialists in Private Client Appointments

Howells Consulting Ltd

'High Net Worth Advice To The Private Client Profession.' Howells Consulting specialise in Private Client appointments. We focus exclusively in the fields of Personal Tax and Trusts and are proud o...

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Sector Specialisms: Personal Tax, Trusts
Office Location: 17 Hanover Square Mayfair London W1S 1HT United Kingdom
Phone Number: 07891 692514