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- Tasks: Manage trusts and estates, providing expert advice and overseeing compliance.
- Company: Join a prestigious firm with a strong commitment to client service and community.
- Benefits: Competitive salary, flexible working, health plans, and generous leave policies.
- Why this job: Enhance your expertise while making a real impact in trust and estate management.
- Qualifications: Experience in trusts, team management skills, and STEP membership preferred.
- Other info: Inclusive workplace with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Join our prestigious London Trusts and Estates team, which ranks among the largest Trust departments for a firm of our size. Our dedicated team of 10 skilled professionals is committed to delivering exceptional service to our clients, which include approximately 600+ trusts, estates, small private charities, and individual clients and their families.
We are seeking an ambitious and knowledgeable Trust and Estate Manager who is eager to enhance their expertise in trust and estate management through continuous learning and development. This role offers the opportunity to provide high‐level taxation and general advice across a wide range of trust related matters including trust formation, reorganisations, Agricultural Property Relief (APR), Business Property Relief (BPR), and general Inheritance Tax (IHT) planning. You will also be responsible for completing annual tax returns and accounts. We also have a close relationship with solicitors' firms and other professional organisations and offer assistance with providing estate and trust compliance and detailed IHT planning.
About the role
- Plan, prioritise and review of trust and estate compliance and advisory whilst ensuring effective team workflow.
- Possess a high level of technical expertise.
- Be directly responsible for managing a team of people, including training, mentoring and appraising staff.
- Oversee workflow, billing and debtor management to meet financial targets ensure key deadlines including annual accounts, tax compliance, and important dates are met.
- Identify and pursue business development opportunities in trust and estate compliance and advisory services together with CGT and IHT planning opportunities.
- Collaborate closely with our in‐house solicitors, Personal Tax Team, and Tax Advisory Team to provide integrated services.
- Maintain strong relationships with solicitors' firms and other professional organisations to support estate and trust compliance.
- Assist in delivering bespoke estate planning advice tailored to client needs.
- Develop and build own network of intermediaries and prospects.
What we're looking for
- Experience within a Trust/Estate team.
- Strong technical knowledge in trusts, IHT, CGT, APR and BPR and related areas.
- Experience of managing a dedicated team of professional staff.
- STEP membership or willing to study for the qualification.
- Accountancy or tax qualification (not essential) in ATT & CTA.
What we can offer
- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave – 25.5 days plus bank holidays, holiday buying.
- Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling.
- Physical wellbeing – Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values.
- Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses.
- Diversity, inclusion and belonging – we operate several family‐friendly policies and take proactive steps to create an inclusive environment.
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes.
- Travel – other optional benefits include: cycle to work scheme, interest‐free season ticket loan (London only), interest‐free car/motorbike loan.
At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing recruitment@krestonreeves.com. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
About Kreston Reeves
With 200 years of history, we are an award‐winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients' needs. We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice. Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions. We're proud to be B CorpTM certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.
For further information, and to apply, please visit our website via the "Apply" button below.
Trust and Estate Manager in London employer: Kreston Reeves LLP
Contact Detail:
Kreston Reeves LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust and Estate Manager in London
✨Network Like a Pro
Get out there and connect with people in the Trust and Estate field. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals for a chat. Building relationships can open doors to opportunities that aren’t even advertised!
✨Show Off Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your knowledge in trusts, IHT, and CGT. Share insights or recent trends you've noticed in the industry. This not only showcases your expertise but also positions you as a thought leader in the field.
✨Ace the Informal Chat
If you land an informal chat or coffee meeting, treat it like an interview! Prepare some questions about the company and the role, and be ready to discuss how your skills align with their needs. This is your chance to shine and make a lasting impression.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Kreston Reeves. Let’s get you on board!
We think you need these skills to ace Trust and Estate Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in trust and estate management. We want to see how your skills align with the role, so don’t hold back on showcasing your technical expertise!
Show Your Passion: Let us know why you’re excited about this role! Share your enthusiasm for continuous learning and development in trust and estate management. We love candidates who are eager to grow and contribute to our team.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and structure your thoughts logically. We appreciate a well-organised application that makes it easy for us to see your qualifications.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Kreston Reeves LLP
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding trusts, IHT, CGT, APR, and BPR. Be prepared to discuss specific scenarios or case studies where you've applied this knowledge in your previous roles.
✨Show Your Leadership Skills
Since the role involves managing a team, think of examples that showcase your leadership abilities. Prepare to talk about how you've trained, mentored, or appraised staff in the past, and how you plan to foster a collaborative environment.
✨Demonstrate Your Client Focus
This position is all about delivering exceptional service. Be ready to share experiences where you've gone above and beyond for clients, especially in providing bespoke estate planning advice tailored to their needs.
✨Network Like a Pro
The job requires building relationships with solicitors and other professionals. Think of ways you've successfully developed your network in the past and be prepared to discuss how you would approach this in your new role.
