Trust and Estate Services Manager

7 hours ago


Exeter, Devon, United Kingdom Creative Tax Recruitment Full time
Job Title: Trust and Estate Services Manager

Company Overview: Our client is a top-ranked mid-tier firm providing exceptional opportunities for professionals to grow their careers.

Salary: £60,000 - £80,000 per annum, depending on experience.

Job Description:

We are seeking a skilled Trust and Estate Services Manager to join our private client tax team. As a key member of the team, you will be responsible for managing a compliance portfolio predominantly involving high net worth individuals (HNWI), trusts, and estates. Your primary role will be to effectively communicate complex tax technical information to non-experts, serving as the main point of contact for clients.

Key Responsibilities:
  • • Manage a compliance portfolio primarily consisting of HNWI's, trusts, and estates.
    • Serve as the primary point of contact for clients, communicating complex tax information effectively.
    • Drive the delivery of one-off advisory and compliance assignments.
    • Mentor and provide technical training to team members to enhance their development and team performance.
    • Implement process improvements to increase efficiency within the team.


Benefits:
  • • A key role within a respected firm where your contributions have a visible impact.
    • The opportunity to work with high net worth clients and professional advisors in a client-facing capacity.
    • Support for professional development and career progression within the firm.


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