At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while mentoring junior colleagues.
- Company: Top 20 firm known for its people-first culture and progressive practices.
- Benefits: Unlimited holiday, private medical care, and a bonus scheme.
- Other info: Join a certified B Corp committed to social and environmental impact.
- Why this job: Blend compliance oversight with high-level estate planning in a dynamic environment.
- Qualifications: Relevant professional qualification and proven experience in managing complex trusts.
The predicted salary is between 60000 - 80000 £ per year.
Are you an experienced private client trusts professional seeking a dynamic opportunity where you can blend compliance oversight with high-level estate and inheritance tax planning advice? Do you want to take absolute ownership of a varied trusts portfolio and mentor junior colleagues within an award-winning, forward-thinking national practice?
About the Firm
This Top 20 Firm is a highly progressive and celebrated name within the accountancy and advisory sector, widely recognised for its people-first culture and industry-leading workplace environment. As a certified B Corp, the firm emphasises exceptional, red-tape-free client service alongside a strong commitment to sustainable social and environmental impact.
As a Private Client Trust Senior Manager, you will:
- Take comprehensive ownership of a diverse portfolio of UK trusts and estates, serving as the primary relationship manager and trusted adviser for clients, trustees, and professional intermediaries.
- Deliver bespoke trust, inheritance tax (IHT), and broader estate planning advisory services alongside partners and directors.
- Review and oversee annual trust compliance obligations, including the precise preparation of trust tax returns, trust accounts, and routine trust administration.
- Provide active technical coaching, mentoring, and commercial guidance to junior team members to support their professional development.
As the successful candidate you will:
- Hold a relevant professional qualification such as CTA, STEP, or possess equivalent specialised public practice experience.
- Demonstrate significant, proven experience managing complex trusts, estates, and related tax compliance processes within a professional practice environment.
- Exhibit strong, up-to-date technical knowledge of trust taxation, inheritance tax principles, and estate administration.
- Possess excellent client management capabilities with the professional confidence to independently deliver proactive advisory solutions.
What You’ll Receive
- Unlimited holiday
- Private medical care
- Bonus scheme
At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.
Private Client Trust Senior Manage in London employer: Austin Rose Associates Limited
Austin Rose Associates Limited is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Aberdeen. With a strong focus on employee growth, you will have the opportunity to lead high-impact projects while enjoying a comprehensive benefits package that includes hybrid working options, medical cover, and a competitive pension contribution, making it a rewarding place to advance your career in corporate tax.
Contact Details:
Austin Rose Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Trust Senior Manage in London
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We think you need these skills to ace Private Client Trust Senior Manage in London
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