Thursday, 2 January 2025

Trusts & Tax Manager/Senior Manager - Cambridge £60k-£80k + Bens

Join the high-profile Private Client team of one of the region's leading accountancy firms.

Demand for their Trusts expertise continues to grow and they are now keen to appoint a Manager or Senior Manager to perform very much a client-facing role.

The incoming individual will work closely with a highly experienced Trusts & Tax Director, advising HNW clients on trust accounting, trust taxation, administration and ad hoc trust planning issues. 

Very much a client and third-party facing role, the incoming adviser will require excellent communication and relationship management skills, as well as excellent trusts and personal tax knowledge.

Ideally the adviser will need to be STEP and/or CTA qualified, but will certainly have extensive experience of advising trust, estate and charity clients.

This is a supportive and collegiate environment, where you will have the opportunity to develop your skills and knowledge alongside leading tax and trusts professionals. 

Based in either Cambridge or Ipswich, the team believes in a healthy work/life balance and has also adopted hybrid working 2-3 days a week. Ref 686

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk