Trusts Manager - Leading Private Client Specialist Practice

Recruiter
Michael Page
Location
London
Salary
55000.00 - 65000.00 GBP Annual
Posted
10 May 2017
Closes
22 May 2017
Category
Accounting
Function
Specialist
Contract Type
Permanent
Hours
Part Time

As Trusts Manager you will oversee the compliance,tax advisory, trust accounting and annual administration process for a client allocation. You will supervise junior staff, contribute to client work and deal with technical issues.

Client Details

Based in the City, this market-leading firm provides a full range of services to individuals and businesses including business advisory services, corporate tax, and advice on personal tax and trusts. They are widely known as market leaders for private client services and their work with HNWI clients.

Description

  • Prepare complex tax returns and trust accounts
  • Review basic tax returns and trust accounts
  • Prepare/review IHT returns/calculations
  • Manage HMRC enquiries and draft or review HMRC correspondence
  • Prepare technical research
  • Prepare reports for clients in relation ad hoc advisory matters
  • Contribute at client meetings
  • Responsible for billing and monitoring budgets
  • Review work from Trainees/Seniors
  • Prepare technical training sessions
  • Maintain technical knowledge
  • Ensure relevant client deadlines are met
  • Assist the partners with fee quotes and growing the business
  • With a formalised departmental and firm-wide program, develop contacts with firm and externally

Profile

  • Highly organised
  • Excellent written and verbal communication
  • Team player
  • Technically very strong
  • ACA and/or CTA qualified and/or STEP
  • Knowledge of private client/ trust tax and planning experience

Job Offer

  • City of London
  • Opportunity to work in a market leading team
  • Competitive salary
  • Leading accounting practice

Contact Sara-Louise Olsson on for a confidential conversation.