This City-based accountancy firm has developed a strong reputation in the Private Client field, advising domestic and international HNWIs, their families and trust structures. They have a busy and thriving Trusts team, which now seeks to appoint an additional Trusts professional at Supverviser / Assistant Manager level.
The role is very much client-facing and involves providing advice on trust taxation, accounts, compliance, formation and reorganization (including the breaking of trusts). The portfolio consists of a range of trusts, both on and offshore in nature, as well as deceased estates.
The incoming individual should have some previous supervisory experience, as they will also oversee the preparation and review of trust accounts and trust returns. Opportunities also exist to work with the Tax team on IHT planning issues.
Whilst the STEP qualification would be ideal, it is not essential. Indeed, full support will be provided to complete these exams if desired. However, previous experience of trust accounts, trust return prep./review and IHT, is important.
Genuine scope exists to progress to Manager level and to become increasingly involved with trust planning work. Ref 644
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