Overview
Oversee a portfolio of high‑net‑worth trusts and estates, serving as the clients’ primary point of contact. Work with junior advisers to review trust accounts and returns, oversee annual compliance and manage key client relationships.
Team and Opportunity
We are working with a high profile, mid‑sized accountancy firm whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.
Responsibilities
- Provide ongoing relationship management for high‑net‑worth trusts and estates, acting as the primary point of contact for clients.
- Review trust accounts and tax returns, and oversee annual compliance across portfolios.
- Collaborate with junior advisers and partners on client relationships and ad hoc trust planning projects.
Qualifications
- Strong technical knowledge of trusts, estates and associated taxation.
- Excellent communication skills.
- The CTA or STEP qualification would be helpful.
Salary and Progression
This is a growing team offering genuine scope for progression to Senior Manager. Salary will be dependent on experience but is likely to be in the region of £63k–£73k plus benefits.
How to apply
To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 724. Alternatively, simply apply below.
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