An opportunity for an experienced trusts professional to join one of the region’s leading Private Client firms.
Our client has built a strong reputation for advising HNW individuals and families including the creation, management and cessation of their trust structures. The team in Lewes is now keen to appoint a Trust & Tax Manager into very much a client-facing role.
The incoming individual will take responsibility for a portfolio of trusts, overseeing their accounts preparation and review, tax returns / reporting, and ongoing administration. Scope also exists to work closely with the partners on ad hoc trust planning projects.
Liaising with third-party advisers, HMRC, trustees and beneficiaries is an integral part of the role, so strong communication and relationship management skills are essential.
In return the team offers hybrid working arrangements and a competitive salary based on experience (but likely to be in the region £60k-£70k p.a.). Ref 698
To find out more about the opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk