Overview
An exceptional opportunity has arisen for a Private Client Trust & Tax Manager with a focus on Trusts and Estates, offering a fantastic chance to join a well-established and reputable firm in the Professional Services industry located in their flagship HQ in London.
Client Details
This company is a large organisation, well respected in the Professional Services industry. Operating at the highest level for a significant number of years, our customer has consistently provided high-quality service to its clients, making it a trusted name in its field. The company’s primary operation is based in Putney, with a diverse workforce driving its success.
Description
- Management of trusts and estates, including the preparation of accounts and tax returns.
- Providing clients with comprehensive financial advice.
- Assisting with the administration of wills and probate.
- Overseeing the tax compliance of private clients.
- Managing relationships with key clients and stakeholders.
- Working closely with the Tax department to ensure best practices.
- Maintaining up-to-date knowledge of industry regulations and legislation.
- Contributing to the ongoing success and growth of the organisation.
Profile
- We are looking for a candidate who wants to develop their professional skills and will work towards qualification of a relevant professional accounting or tax body and / or become a STEP (Society of Trust and Estate Practitioners) member
- Ideally, at least 3 years’ experience in a practical accountancy background
- Highly numerate, IT literate, with excellent working knowledge of Excel. These are essential for the successful candidate
- Income Tax, Capital Gains Tax and Inheritance Tax practical knowledge
- Previous experience of using CCH Personal Tax software, CCH Trust Accounts software or similar software is an advantage. These are used for management of long-standing trusts in the team and will be of use for tax returns and some aspects of estate accounting.
Job Offer
- A competitive salary package, ranging between £60,000 – £70,000.
- A comprehensive benefits package, details to be confirmed.
- An inclusive, supportive and growth-oriented work culture.
- The opportunity to work in a prestigious Professional Services firm in Putney.
- The chance to work with a diverse and talented team.
If you believe you are a suitable candidate with the right skills and experience for this role, we encourage you to apply and look forward to reviewing your application.
