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Private Client Trust and Tax Manager (Trusts and Estates)

International Permanent £63,000 - £80,000 per year View Job Description
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.
  • Are you an experienced Trust expert?
  • Are you looking to work closely with Trust and Legal professionals?

About Our Client

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.

Job 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.

The Successful Applicant

  • 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.



What's on 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.

Contact
Connor Matthews
Quote job ref
JN-042025-6720956
Phone number
+44 117 927 1615

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
International
Contract type
Permanent
Consultant name
Connor Matthews
Consultant phone
+44 117 927 1615
Job reference
JN-042025-6720956