Trusts & Estates Senior Manager - Law Firm

Overview

We are working closely with a leading Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts and Estates team. The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.Responsibilities

Performing a key client relationship management role as a senior member of the team.Serving as the primary point of contact for trustees, beneficiaries and intermediaries.Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.Managing the annual trust accounts and tax return compliance cycle.Overseeing CGT, IHT and income tax reporting and ad hoc planning.Advising offshore trustees with UK resident beneficiaries.Overseeing the preparation of IHT returns for 10-year and exit charges.Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.Managing registrations under the trust registration service and AEOI reporting.Qualifications and skills

Likely to be STEP qualified and hold a tax and/or accounting qualification.Willingness to take on a varied workload encompassing all elements of the work undertaken by the team.Excellent communication and relationship management skills are essential.Deep understanding of the taxation of trusts.Salary and benefits

Salary will be dependent on experience but is likely to be £85k - £95k + bens. Hybrid working is also on offer.To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 708. Alternatively, simply apply ..... full job details .....