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Senior Trust Manager - STEP

Pro-Tax Recruitment
Posted 8 hours ago, valid for 16 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position of Senior Trust Manager offers a salary of £85,000 plus attractive benefits in London with a hybrid working model.
  • The successful candidate will manage a portfolio of offshore and onshore trusts, serving as the primary contact for trustees.
  • Key responsibilities include collaborating with Directors and Partners on trust structuring, IHT planning, and overseeing the preparation of trust accounts and tax returns.
  • Applicants must be STEP qualified and ideally hold a CTA designation, with several years of experience in trust taxation and estate planning.
  • This role provides a supportive environment for career development towards Director and Partner levels.

Senior Trust Manager - STEP

£85,000 plus attractive benefits

London / Hybrid

Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London. ?

The role

You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' 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.? ?

You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team. ?

You

You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters. ?

You will thrive in a supportive environment will enable you to develop your career and work towards Director and Partner level. ?

To apply simply contact John at Pro Tax on

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.