We are working with a well established and reputable firm who are looking for a Trusts Manager to join their specialist private client team based in their Leatherhead, Surrey office. Being that they're the UK's largest tax advisory firm, they have an extremely specialist focus on HNWI's and UHNWI's, this really is a role that will cement your technical expertise and develop your career.
Your new firm
The Leatherhead office is in a very attractive and modern building, with a gym on site, plenty of parking and less than a 5 minute walk from the station - they cater well to their staff. The wider Trusts & Wealth team has around 30 staff.
You should be CTA/ACA qualified with with a minimum of 4 years recent practice experience. You must have strong all rounded private client knowledge including income tax, trusts, employment tax and inheritance tax. It is particularly important that you have experience with trust accounting, alongside trust tax - you must be confident reviewing both. You'll have proven experience managing a team and building strong relationships with clients. It is essential that you have a good understanding of working with UHNWI's and HNWI's.
Your new job
You'll be reporting to the Partner whilst managing members of the Trusts & Wealth team, reviewing accounts and tax returns and getting involved with some advisory and tax planning work. A commercial awareness of billing and marketing is essential, especially if progression is a priority for you - Senior Manager is a very viable option.
£55-70k depending upon experience. This range should be seen as a guide set by the agency. Your expectations will be discussed upon application. There are also plenty of benefits on offer.
Please contact Alice or David at Harvey John for further information on this Trusts Manager vacancy and the firm.