We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level.
The incoming individual will work closely with highly experienced directors and partners, providing holistic tax and trusts planning advice.
The role will involve overseeing a portfolio of offshore and onshore trusts. This will include reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust implementation, structuring and cessation projects, advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries.
You will also undertake some personal tax compliance and ad hoc planning advice for high net worth individuals and their families.
This is very much a client and third-party facing role, requiring excellent communication and interpersonal skills.
The role offers hybrid working 2-3 days a week and the opportunity to join a high quality, sociable and supportive team. Ref 696
To find out more, just drop me a line at michaelhowells@howellsconsulting.co.uk