Join a high-profile firm that is independently recognised for its expertise in the Private Client field.
Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:
- Supervising a team of junior trusts advisers, their WIP, utilisation and development
- Review of complex trust accounts and trust returns
- Managing ongoing administration of the trusts
- Being the key client and third-party relationship manager on the portfolio
- Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required
This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as as support with progression towards Senior Manager grade.
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Trust & Tax Manager - Bristol employer: Howells Consulting Ltd
Howells Consulting Ltd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Cambridge. With a strong focus on employee growth, you will have access to tailored development opportunities while working alongside a talented team dedicated to providing top-tier advice to high-net-worth clients. The company's commitment to work-life balance and its supportive environment make it an ideal place for professionals looking to advance their careers in wealth planning and tax strategies.
