Looking for your next step in Private Client advisory?
Opportunity with a Leading Trusts & Estates Team
A respected and forward-thinking firm in Warwickshire is expanding its well-regarded Trusts & Estates team. Known for its strong reputation in the Private Client space, the firm is seeking a talented Manager to oversee a high-value portfolio of HNW trust clients.
In this role, you will:
1. Supervise and mentor a team of junior trust advisers, overseeing their WIP, utilisation, and growth.
2. Review complex trust accounts and tax returns.
3. Manage the day-to-day administration of various trusts.
4. Serve as the primary contact for clients, solicitors, and third parties.
5. Support ad hoc IHT and wider trust planning projects alongside senior leadership.
The firm offers a supportive, sociable culture with a strong commitment to work/life balance, including hybrid working, flexible hours, and opportunities for progression towards Senior Manager level.
Interested? Let's chat.
Contact Andy Chaplin at andy.chaplin@pro-tax.co.uk or call 07877 121163 for a confidential discussion.
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We are committed to diversity and inclusion, welcoming applicants from all backgrounds. Please let us know if there are accommodations we can provide to support your application process.
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