Trust and Estate Manager

London - UK

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Team Overview: Join our prestigious London Trusts and Estates team which ranks among the largest Trust departments for a firm of our size. Our dedicated team of 10 skilled professionals is committed to delivering exceptional service to our clients which include approximately 600 trusts estates small private charities and individual clients and their families.

Role Overview: We are seeking an ambitious and knowledgeable Trust and Estate Manager who is eager to enhance their expertise in trust and estate management through continuous learning and development. This role offers the opportunity to provide high-level taxation and general advice across a wide range of trust related matters including trust formation reorganisations Agricultural Property Relief (APR) Business Property Relief (BPR) and general Inheritance Tax (IHT) planning. You will also be responsible for completing annual tax returns and accounts.

We also have a close relationship with solicitors firms and other professional organisations and offer assistance with providing estate and trust compliance and detailed IHT planning.

About the role

Plan prioritise and review of trust and estate compliance and advisory whilst ensuring effective team workflow.
Possess a high level of technical expertise;
Be directly responsible for managing a team of people including training mentoring and appraising staff;
Oversee workflow billing and debtor management to meet financial targets ensure key deadlines including annual accounts tax compliance and important dates are met.
Identify and pursue business development opportunities in trust and estate compliance and advisory services together with CGT and IHT planning opportunities.
Collaborate closely with our in-house solicitors Personal Tax Team and Tax Advisory Team to provide integrated services.
Maintain strong relationships with solicitors firms and other professional organisations to support estate and trust compliance.
Assist in delivering bespoke estate planning advice tailored to client needs.
Develop and build own network of intermediaries and prospects

What were looking for

Experience within a Trust/Estate team

Strong technical knowledge in trusts IHT CGT APR and BPR and related areas

Experience of managing a dedicated team of professional staff

STEP membership or willing to study for the qualification

Accountancy or tax qualification (not essential) in ATT & CTA

What we can offer

Financial wellbeing competitive salary contributory pension scheme Life Assurance Health Cash Plan Income Protection Scheme and Perks at Work discounts and rewards.
Leave 25.5 days plus bank holidays holiday buying Mental wellbeing hybrid working (3 days in the office/2 from home) and flexible working policies Employee Assistance Programme and counselling
Physical wellbeing Private Medical Insurance Critical Illness Insurance and an annual flu jab.
Recognition monthly nominations for financial awards based on culture and values
Development we offer continuous support and development with clear mapped progression routes across the business as well as access to internal and external training courses
Diversity inclusion and belonging we operate several family-friendly policies and take proactive steps to create an inclusive environment
ESG give as you earn 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
Travel other optional benefits include: cycle to work scheme interest-free season ticket loan (London only) interest-free car/motorbike loan

At Kreston Reeves we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs and we strive to accommodate them through reasonable adjustments. Whether its adapting work environments providing assistive technologies or modifying processes we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role please dont hesitate to reach out by emailing . Please remember you only need to share what you are comfortable to for us to support your request. Your success is important to us and were here to ensure a supportive and inclusive experience for all.

Required Experience:

Manager

Team Overview: Join our prestigious London Trusts and Estates team which ranks among the largest Trust departments for a firm of our size. Our dedicated team of 10 skilled professionals is committed to delivering exceptional service to our clients which include approximately 600 trusts estates small...