I am currently representing a highly reputable Top 40 accountancy firm with one of the UK’s most respected Trusts and Estates teams, based in London. They are looking to recruit an experienced trust and Estates Manager to join their growing department.
This position is ideal for a driven individual looking to deepen their expertise in trusts and estate management. Within the role, you will be preparing and reviewing annual trust and estate tax returns, working on APR, BPR and IHT planning, and providing high level technical advice to a portfolio of UHNWIs, HNWIs, private charities, and other clients.
Within this role, you will:

Manage a portfolio of clients

Review and prioritise trust and estatepliance and advisory work

Identify business development opportunities across trust, estate, CGT and IHT advisory services

Work collaboratively with internal legal, personal tax and advisory teams

Maintain strong relationships with external solicito...