Join a high-profile firm that is independently recognised for its expertise in the Private Client field.
Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:
* Supervising a team of junior trusts advisers, their WIP, utilisation and development
* Review of complex trust accounts and trust returns
* Managing ongoing administration of the trusts
* Being the key client and third-party relationship manager on the portfolio
* Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required
This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as well as support with progression towards Senior Manager grade.
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
Howells Consulting is a boutique Tax recruitment firm, handling career opportunities across the UK. We are particularly well known for our knowledge of the Personal Tax and Trusts fields, but we also handle roles in expat tax, corporate tax, VAT, tax investigations and share schemes.
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. If you're a tax or trusts professional looking for your next great role, or simply wish to be kept updated on interesting opportunities, just email michaelhowells@howellsconsulting.co.uk
Visit our website too at Opportunities : Howells Consulting London - Recruitment and Careers advice to the Private Client Profession
Company info
Website
Telephone
07891 692514
Location
13 Hanover Square
Mayfair
London
.
W1S 1HN
United Kingdom