Trust Administration Manager

1 week ago


London, Greater London, United Kingdom Evelyn Partners Full time

We are seeking a highly skilled and experienced Assistant Manager to join our Private Client Tax team at Evelyn Partners. As a key member of our delivery team, you will play a crucial role in ensuring the completion of annual trust tax compliance and accounts work, as well as identifying planning opportunities for our clients.

Key Responsibilities
  • Deliver high-quality service to a portfolio of Trust clients.
  • Ensure administration of the portfolio is completed, including all aspects of compliance, accounts, tax returns, and tax computations.

The successful candidate will have a strong background in personal tax compliance and ideally some experience in planning/advisory work. They will be responsible for answering client ad-hoc questions and enquiries in respect of the trust tax affairs, providing a link in the chain to supervise staff members below and support Directors above.

Benefits

The salary for this role is £65,000 - £85,000 per annum, depending on experience, plus a comprehensive package of benefits including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.



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