Tax Planning Specialist with Trusts Expertise
3 weeks ago
This high-quality Private Client team advises a diverse, international client base.
They are a growing, busy team keen to appoint an additional adviser at Senior Manager level to provide holistic tax and trusts planning advice.
The incoming individual will work closely with experienced directors and partners.
Key responsibilities include overseeing offshore and onshore trust portfolios, reviewing/preparing complex trust accounts and tax returns, undertaking trust implementation, structuring and cessation projects.
You will advise on related personal tax issues, manage third-party relationships and liaise with beneficiaries.
Some personal tax compliance and ad hoc planning advice for HNW individuals and their families will also be undertaken.
This is a client-facing role requiring excellent communication and interpersonal skills.
A hybrid working arrangement of 2-3 days per week is offered.
The role provides the opportunity to join a high-quality, supportive team with a strong reputation in the industry.
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