Trust and Estate Manager
5 days ago
Job Title: Trust and Estate Manager
Estimated Salary:£80,000 - £105,000 per annum
We are seeking an experienced Trust and Estate Manager to join our team at Pro-Tax Recruitment Limited. In this role, you will be responsible for managing trust and probate matters, providing strategic advice on wills, estate planning, and inheritance tax.
About the Role:
- Client Engagement: Meet with potential clients to assess their needs and scope out projects.
- Client Onboarding: Manage the initial client onboarding process, including preparing engagement letters and conducting KYC checks.
- Preparation and Review: Draft and review estate and trust accounts and tax returns, ensuring compliance with Trust Registration Service, FATCA, and CRS as needed.
- Business Development: Identify and contribute to practice growth opportunities.
- Required Qualifications:
- Minimum 5 years' experience in probate or private client services.
About Our Team:
We are a dynamic and progressive team that values expertise, client service, and professional growth. We believe in creating a work environment that is inclusive and respectful of all individuals.
-
Trust and Estate Professional
5 days ago
St Albans, Hertfordshire, United Kingdom Mercer & Hole Full timeAbout the RoleWe are looking for a highly skilled Trust and Estate Professional to join our probate services team. As a key member of the team, you will be responsible for managing the estate administration process from start to finish.This includes working with private client partners, supporting the Head of Legal Services with regulatory matters, and...
-
Trusts and Estate Planning Director
2 weeks ago
St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full timeCareer OpportunityCedar Recruitment is a leading recruitment agency specializing in finance and accounting roles. We are currently seeking a Trusts and Estate Planning Director to join our team.About the Role:This senior role will focus on trust taxation, non-contentious probate, and inheritance tax planning.The ideal candidate will have extensive experience...
-
Trusts and Estates Specialist
2 weeks ago
St Albans, Hertfordshire, United Kingdom William James Recruitment Full timeAbout this OpportunityAn Established Law Firm Seeks Experienced Trusts and Estates SpecialistThe law firm is looking for a skilled Contentious Trusts and Probate Lawyer to join their award-winning team, which provides expert advice to clients across Hertfordshire, London, and the UK.The successful candidate will be part of a close-knit team comprising four...
-
Trust Taxation Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full timeCedar Recruitment is seeking an experienced Trust Taxation Manager to manage client relationships, oversee compliance, and provide strategic estate planning advice.This role focuses on trust taxation, non-contentious probate, and inheritance tax planning. Key responsibilities include advising clients on trusts, estate planning, and inheritance tax, as well...
-
Senior Trust Manager
3 weeks ago
St Albans, Hertfordshire, United Kingdom Mercer & Hole Full timeJob DescriptionWe are looking for a Senior Trust Manager to lead our trust, probate and tax services team at Mercer & Hole. The ideal candidate will have extensive experience in managing trust and probate services, ensuring compliance with regulatory requirements and providing expert advice to clients.Key ResponsibilitiesManage the delivery of trust, probate...
-
Head of Estate Management
2 weeks ago
St Albans, Hertfordshire, United Kingdom Pro-Tax Full timeAt Pro-Tax, we are seeking a seasoned professional to lead our trust and estate management services. This dynamic role involves overseeing trust matters, providing strategic advice on wills, estate planning, and inheritance tax, and working closely with clients to deliver tailored guidance in line with current regulations.This opportunity is ideal for an...
-
Tax and Trust Specialist
5 days ago
St Albans, Hertfordshire, United Kingdom Mercer & Hole Chartered Accountants Full timeAbout the RoleWe are looking for an experienced Probate and Estate Planning Manager to join our team. As a key member of our team, you will play a pivotal role in managing our trust, probate and tax related services. You will be responsible for ensuring compliance with regulations while providing strategic advice to clients on their Wills, estate planning...
-
Trust Tax Specialist
2 weeks ago
St Albans, Hertfordshire, United Kingdom Cedar Full timeAbout the RoleAs a seasoned professional, you will lead our team in providing strategic estate planning advice to clients. Your expertise in trust taxation, non-contentious probate, and inheritance tax planning will be invaluable in helping us deliver exceptional service to our clients.We are seeking a highly skilled Director to manage client relationships,...
-
Trust Management Professional
2 weeks ago
St Albans, Hertfordshire, United Kingdom Clark Wood Full timeClark Wood, a leading regional firm of chartered accountants, is currently recruiting for an experienced and driven Trust Manager to join their St Albans office.This is an exciting opportunity for a professional with a strong understanding of trusts, who can take ownership of a varied portfolio of UK resident and charitable trusts.The ideal candidate will...
-
UK Trust Administrator
3 days ago
St Albans, Hertfordshire, United Kingdom Clark Wood Full timeClark Wood is currently recruiting on behalf of a leading regional firm of chartered accountants who are looking to add an experienced Trust Manager to their team in St Albans.The ideal candidate will be responsible for managing a varied portfolio of UK resident and charitable trusts, ensuring key deadlines are met for annual accounts and tax compliance.They...
-
Probate and Trust Management Leader
4 weeks ago
St Albans, Hertfordshire, United Kingdom Victus Search Full timeAbout Our Opportunity:We are currently recruiting for a highly skilled Tax Director to join our team at Victor Search. As a leader in the field of probate and trust management, this role offers the perfect blend of challenge and reward for an experienced professional.Job Overview:This senior-level position involves leading a team of professionals in...
-
Trust & Tax Director
2 months ago
St Albans, UK, Hertfordshire, United Kingdom Victus Search Full timeOur client, a leading UK accountancy firm, is seeking a Tax & Trust Director with a specialism in probate and inheritance tax (IHT). This senior-level role focuses on delivering expert advice on complex probate and IHT matters while managing a diverse client portfolio, including high-net-worth individuals and trust beneficiaries. The ideal candidate will...
-
Trust Director
2 weeks ago
St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full timeAre you a seasoned professional looking for a new challenge? Cedar Recruitment is recruiting a Tax and Estate Planning Specialist to join our growing independent accountancy firm.About the FirmOur firm prioritizes teamwork and client care, with a diverse client base and an international presence. We are committed to delivering trusted advice in private...
-
Senior Trust Tax Specialist
1 week ago
St Albans, Hertfordshire, United Kingdom Cedar Full time**Job Title:** Senior Trust Tax SpecialistWe are seeking a highly skilled Senior Trust Tax Specialist to join our team at Cedar. The ideal candidate will have a strong background in trust taxation, non-contentious probate, and inheritance tax planning.**Responsibilities:**Advise clients on trusts, estate planning, and inheritance tax.Oversee probate...
-
Tax and Estate Planning Director
2 weeks ago
St Albans, Hertfordshire, United Kingdom Pro-Tax Full timeTrust and Estate Planning Director OpportunityWe are looking for an experienced leader to join our team as a Tax and Estate Planning Director. The successful candidate will have at least 5 years' experience in probate or private client services and will be responsible for driving our trust, estate planning, and probate services.In this role, you will oversee...
-
Senior Trusts Lawyer
2 weeks ago
St Albans, Hertfordshire, United Kingdom Venn Group Full timeJob Title: Senior Trusts LawyerRole Overview:We are seeking a highly skilled and experienced Senior Trusts Lawyer to lead our department. The ideal candidate will have a strong background in trust law, excellent communication skills, and the ability to build and support a high-performing team.The Opportunity:This is an exciting opportunity for a talented...
-
UK Resident Trusts Specialist
2 weeks ago
St Albans, Hertfordshire, United Kingdom Clark Wood Full timeAs a Trust Manager at Clark Wood, you will play a key role in the management of a varied portfolio of UK resident and charitable trusts.You will be responsible for reviewing work prepared by team members, inputting into their training and mentoring, and assisting with advisory work and ad-hoc matters.The ideal candidate will have a strong understanding of...
-
Lead Trusts Expert
2 weeks ago
St Albans, Hertfordshire, United Kingdom Venn Group Full timeAbout the RoleWe are looking for a Lead Trusts Expert to join our team. As a senior member of our trust department, you will be responsible for leading a team of lawyers and providing expert advice to clients on trust-related matters.The Job Description:As a Lead Trusts Expert, your key responsibilities will include:Managing a caseload of complex trust...
-
Trust Planning Specialist
1 month ago
St Albans, Hertfordshire, United Kingdom Clark Wood Full timeJob SummaryWe are seeking a Trust Planning Specialist to join our team at Clark Wood. The successful candidate will have significant experience in private client taxation, including trust planning, IHT reviews, and estate administration.This is an exciting opportunity to work with a leading tax advisory firm and contribute to the success of our clients. The...
-
Tax and Estate Planning Specialist
2 weeks ago
St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full timeCedar Recruitment is seeking a highly experienced Trust Director to lead our Tax, Trusts & Probate team. As a senior advisor, you will be responsible for managing client relationships, overseeing compliance, and providing strategic estate planning advice.About the RoleAdvise clients on trusts, estate planning, and inheritance tax.Oversee probate processes,...