Our client has built a reputation as one of the region’s leading advisers to HNW landed families and rural business owners. Their sterling private client base is often advised about the formation, management and cessation of trust structures and this continues to be a busy area of the firm’s business. The team now seek an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns and ongoing administration.
Very much a client and third-party facing role, the incoming individual will require excellent communications and relationship management skills. They are likely to be STEP or ATT/CTA/ACA qualified, with strong trusts technical knowledge and experience of completing/reviewing trust accounts and returns.
As a key member of the Private Client offering, the Trust Manager will work closely with Directors and personal tax Managers, to provide a seamless and holistic offering to HNW individuals, families and landowners.
The firm has embraced hybrid working, with the opportunity to work from home 2-3 days a week, if one wishes. Ref 684
To find out more just 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