Senior Trust and Estates Manager
2 weeks ago
We are seeking a highly skilled Senior Trust and Estates Manager to join our team in Lichfield. This is an excellent opportunity to work with a respected accountancy and business advisory firm that values its clients and team.
Key Responsibilities:
- Provide tax planning and compliance services for trusts, estates, and beneficiaries.
- Act as the main point of contact for clients, offering clear advice on Trust and Estates matters.
- Identify ways to reduce tax liabilities, especially for estate planning and trust administration.
- Assist with department operations, such as reporting, marketing, and team management.
- Support team members with mentoring, appraisals, and recruitment.
- Lead complex advisory transactions related to trusts and estates.
About You
Significant experience in Trust and Estates tax is essential. Familiarity with modern tax software and reporting tools is required. Skilled in mentoring and managing teams, with business development experience being a plus.
Salary: Starting from £55,000, depending on experience, making this role ideal for individuals looking to advance their career in tax planning and compliance.
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