At a Glance
- Tasks: Manage client portfolios and provide expert advice on trust and estate tax.
- Company: Prestigious advisory firm in Greater London with a supportive culture.
- Benefits: Competitive salary, hybrid working, and a collaborative environment.
- Why this job: Join a top-tier team and make a real difference in clients' financial futures.
- Qualifications: Experience in trust and estate management with STEP or CTA qualification.
The predicted salary is between 50000 - 60000 £ per year.
Taxation is seeking an experienced Trust and Estates Manager in Greater London to join their prestigious team.
The role involves managing a portfolio of clients while providing high-level technical advice on trust and estate tax returns and advising on various planning opportunities.
Ideal candidates will have a robust background in trust and estate management, strong client relations skills, and either a STEP or CTA qualification.
Benefits include competitive salary, hybrid working, and a supportive culture.
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Trusts & Estates Manager – Hybrid, UHNW Advisory employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
