Trusts Manager
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About the Role
Opportunity in a Large firm.
This firm seeks a proactive professional who is adept at independently managing tasks, as well as effectively collaborating with colleagues across departments. The ideal candidate will possess the confidence to communicate regularly with senior managers, directors, and partners to drive effective business support. This individual will be encouraged to identify and highlight opportunities for enhancing service delivery and expanding the range of services offered 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)