Trusts & Estates Manager

Overview

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.You''ll oversee a portfolio of HNW trusts and estates, as the clients'' primary point of contact. Working with junior advisers, you''ll review trust accounts and returns, oversee annual compliance and manage all key client relationships. You''ll also work closely with partners on identifying and advising on ad hoc trust planning projects.Responsibilities

Oversee a portfolio of high-net-worth trusts and estates as the primary client contactReview trust accounts and returns, oversee annual compliance and manage key client relationshipsCollaborate with junior advisers to support delivery and quality of serviceWork with partners on identifying and advising on ad hoc trust planning projectsQualifications

Excellent communication skills and strong technical knowledge of trusts, estates and associated taxationThe CTA and/or STEP qualification would be helpfulCompensation

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.How to apply

To find out more please email

michaelhowells@howellsconsulting.co.uk

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