Showing posts with label Trusts. Show all posts
Showing posts with label Trusts. Show all posts

Monday, 10 March 2025

Trust & Tax Manager - Leading London Firm £63k-£73k

An opportunity to join the award-winning Private Client team of a high-profile accountancy firm.

Our client is recognised as one of London’s premier providers of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and is keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. 

In addition, you will oversee the preparation and review of trust accounts and trust returns by junior staff.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 663

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



Wednesday, 26 February 2025

IHT & Estate Planning Director - London £Six Figures

We are working on a new opportunity based in the award-winning Private Client Tax team of a high-profile accountancy practice.

Working alongside some of the profession’s leading personal tax and trusts advisers, you’ll advise UK and international UHNW individuals and families on inheritance tax, succession planning and the use of on and offshore trust structures. As a key member of the broader Private Wealth team, the role requires:

  • Experience of leading IHT and estate planning projects relating to multi-generational families
  • The ability to act as one of the Private Client team’s ‘go to’ advisers on IHT-related matters
  • Experience of managing HNW clients from introduction and engagement, to nurturing ongoing relationships and identifying new planning opportunities
  • Experience of building third-party networks and developing new clients

This is very much a client and third-party facing role as a key point of contact and therefore requires excellent relationship management skills. The role also involves supervising, mentoring and developing junior staff.

It is likely that the successful candidate will be CTA/ACA qualified (possibly also STEP) and will certainly possess a strong technical understanding of inheritance tax and estate planning.

Based in the West End, the role offers hybrid working 2-3 days a week.

This is a great opportunity to play a high-profile role in a thriving and growing Private Client team. Ref 5180

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

Wednesday, 19 February 2025

Trusts & Tax Senior Manager - Cambridge £65k-£80k DOE

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 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

Friday, 14 February 2025

Trusts & Estates Senior Tax Manager - West End £80k-£90k

We are working closely with a high-quality independent accountancy firm in the West End. Private Client Services are at the core of their business and they advise an impressive client base of UK and international HNWIs. 

Their Private Client team is busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£90k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice.

They will also oversee a portfolio of UK trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships. 

It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance. They are a friendly and supportive team, that has embraced hybrid working, so there is scope to work from home 2-3 days a week, if one wishes. Ref 696

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

Thursday, 2 January 2025

Trust & Tax Senior Manager - Kent/Hybrid

We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base from offices near Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£70k-£80k dependent on experience).

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 planning projects and advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries. 

It is a super opportunity for someone to undertake high-end trusts work without trekking in to London. 

The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes. Ref 665

To find out more, just drop me a line at michaelhowells@howellsconsulting.co.uk

Tuesday, 10 December 2024

Trusts Manager - Bristol £55k-£65k DOE

Join a high-profile firm that is independently recognised for its expertise in the Private Client field. 

Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:

  • Supervising a team of junior trusts advisers, their WIP, utilisation and development
  • Review of complex trust accounts and trust returns
  • Managing ongoing administration of the trusts
  • Being the key client and third-party relationship manager on the portfolio
  • Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required

This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as well as support with progression towards Senior Manager grade. Ref 689

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