Trusts Manager
Meet Our Recruiter
About the Role
Opportunity in a Large firm.
This firm is looking for a proactive professional skilled at independently handling tasks and working seamlessly with colleagues across various departments. The ideal candidate will be confident in engaging regularly with senior managers, directors, and partners to provide strong business support. They will be encouraged to identify and promote opportunities to improve service delivery and broaden the range of services available to our clients.
The Private Client Services team at this firm provides a broad spectrum of meticulously tailored services to a diverse client base, which includes UK and offshore trusts, charities, estates, entrepreneurs, entertainers, and more. This team’s expertise ensures proactive and seamless management of clients' global tax responsibilities.
This role offers the opportunity to develop a comprehensive skill set and gain valuable insights into the wider Tax division. Candidates will receive support for career growth and development, alongside the chance to mentor others, all while managing a dynamic and varied workload that caters to an extensive client portfolio.
Key Qualifications and Experience Required:
- Demonstrated experience in providing trust, estate, and charity advisory services to high-net-worth individuals.
- Proven specialist technical knowledge in private client services with the capacity to address complex tax issues, ideally obtained within a professional services environment.
- Proficiency in reviewing trust accounts and handling associated tax accounting aspects, including the computation of tax pools.
- Extensive experience in managing relationships with high-net-worth clients.
- An aptitude for identifying and pursuing business development opportunities, including new client acquisition and expanding services with existing clients.
- Demonstrated experience in staff management.
- CTA and/or STEP qualification(s)