At a Glance
- Tasks: Manage a portfolio of trust clients and oversee trust administration.
- Company: Top 30 firm in London with a focus on private client services.
- Benefits: Competitive salary, career development, and the chance to build meaningful relationships.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in the world of trusts.
- Qualifications: Strong experience in trusts and ability to manage client portfolios.
The predicted salary is between 43200 - 72000 £ per year.
Clark Wood are currently working with a Top 30 firm who are looking for a Trusts Manager in their London office.
Responsibilities
- The role will involve managing a portfolio of trust clients for the wealthiest of their private clients, including all aspects of trusts from managing the trust administration and accounts to tax return preparation and complex advisory and inheritance tax matters.
- Reviewing accounts and tax returns prepared by the team.
- Overseeing the trust administration and preparation processes.
- Assisting senior managers/partners with various advisory work and projects.
- Supporting the senior manager with the management of the team and processes.
- The opportunity to build meaningful relationships with trustees, their advisors, and the beneficiaries.
Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving, and the ability to use your own initiative is essential.
Should you be working in Private Client Tax at the moment and keen on a new Trusts opportunity then please do not hesitate to apply below!
For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood.
Trust Manager London employer: Clark Wood - Tax Recruitment
Join a highly regarded independent accountancy practice in Chester, where you will be part of a supportive team dedicated to your professional growth. With a focus on work-life balance, the firm offers hybrid working, generous holiday allowances, and flexible hours, making it an ideal environment for a CTA-qualified tax professional looking to enhance their advisory experience while managing a diverse portfolio of clients.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager London
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We think you need these skills to ace Trust Manager London
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
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