An opportunity for an experienced trusts professional to join one of the region’s leading Private Client firms.
Our client has built a strong reputation for advising HNW individuals and families including the creation, management and cessation of their trust structures. The team in Lewes is now keen to appoint a Trust & Tax Manager into very much a client-facing role.
The incoming individual will take responsibility for a portfolio of trusts, overseeing their accounts preparation and review, tax returns / reporting, and ongoing administration. Scope also exists to work closely with the partners on ad hoc trust planning projects.
Liaising with third-party advisers, HMRC, trustees and beneficiaries is an integral part of the role, so strong communication and relationship management skills are essential.
In return the team offers hybrid working arrangements and a competitive salary based on experience (but likely to be in the region £60k-£70k p.a.).
To find out more about the opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
'High Net Worth Advice To The Private Client Profession.'
Howells Consulting specialise in Private Client Tax appointments. We focus exclusively in the fields of Personal Tax and Trusts and are proud of the detailed knowledge we have in these areas.
We act not only for leading accountancy firms, legal practices and private banks, but also many niche Private Client boutiques, family offices and investment houses. Our client relationships are second to none.
For further details, visit our website at
Company info
Website
Telephone
07891 692514
Location
13 Hanover Square
Mayfair
London
London
W1S 1HN
GB