£50K/yr to £65K/yr
Tunbridge Wells, England
Permanent, Variable

Senior Manager - Trusts

Posted by Harvey John.

Senior Manager - Trusts & Estates Specialist

Near Bedgebury, Kent

£50,000 - £65,000

Benefits include: Hybrid working with 3 days office-based, free on-site parking, a dog-friendly office space and more.

I am delighted to be working with an incredibly successful accountancy practice who are renowned for their tax expertise. They have an enviable range of clients, with a key focus on international & UK HNWIs.

As well as their reputable private client division, they have a specialist corporate team offering a full spectrum of financial support including outsourced financial directorship, statutory accounts and corporate tax compliance & advisory.

They have a fantastic company culture - a friendly and welcoming team environment with interesting, varied work and high profile clients.

The firm are looking to add a Senior Manager to their Private Client team to focus on Trusts & Estates.

Day to day, the role would consist of:

  • Managing a portfolio of trusts and tax compliance clients
  • Compliance work including the preparation of: trust accounts, trust self assessment tax returns and R185s, IHT returns, estate tax returns, and personal tax returns
  • Providing ad hoc tax planning and tax advisory work - this will be diverse, interesting, and challenging and you will work alongside highly acclaimed tax professionals, benefiting and learning from their wealth of knowledge too.

This role would suit a TEP/CTA/ACA qualified professional with excellent, demonstrable experience managing a complex portfolio of private clients and providing both compliance and consultancy services to those clients.

The firm are committed to fostering a diverse team and equal opportunities and will be glad to discuss their most recent diversity report with applicants.

To hear more about this opportunity, contact Dominique today.

Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only, and was set by the agency. We are committed to continued improvement in terms of their diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.

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