Trust & Estates - Senior Manager

Recruiter
Michael Page
Location
London, City of London
Salary
£60000 - £75000 per annum
Posted
03 Oct 2018
Closes
03 Nov 2018
Ref
13885578/001
Contact
Anna-Marie Tucker
Job role
Accountant
Contract type
Permanent
Hours
Part time

My client is a top 20 London Accountancy firm. Due to high growth they are looking for a senior manager to join their established team. This role sits within the Private Client team and aims to be viewed as a leading provider of 'one-stop shop' private client services.

Client Details

Top 20 accountancy firm

London based

Description

  • Have responsibility for the management of a varied portfolio and resolving private client queries
  • Advise on Inheritance tax, trusts and estate planning for domestic and international clients
  • Assist the directors' and partners' business development to maximise fee income and develop the portfolio of clients
  • Assist other client engagement partners
  • Support cross-discipline advice by working with other teams
  • Lead meetings with internal and external clients and be responsible for all correspondence
  • Agree and negotiate with clients regarding the fees per engagement
  • Have an awareness of compliance issues
  • Mentor and coach others
  • Be aware of probate and administration work in respect of UK and non UK domiciled estates

Profile

  • Proven specialist technical private client experience gained within a practice environment is essential with an emphasis on Trusts, Estates and IHT.
  • Proven experience providing tax planning advice and solutions to high net worth individuals
  • CTA qualification desirable and/or a member of STEP. An accountancy or legal qualification
    would be an advantage

Job Offer

Competitive package

Dynamic working

Benefits

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