Posted 21 days ago
Description
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.
Responsibilities
- Oversee a portfolio of HNW trusts and estates as the clients' primary point of contact. Work with junior advisers to review trust accounts and returns, oversee annual compliance and manage key client relationships.
- Work closely with partners on identifying and advising on ad hoc trust planning projects.
Qualifications
- Excellent communication skills, with strong technical knowledge of trusts, estates and associated taxation.
- The CTA and/or STEP qualification would be helpful.
Opportunity & Compensation
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 quoting Ref 710. Alternatively, simply apply below:
#J-18808-Ljbffr
