Join this award-winning firm in a stunning location in the South East and truly fulfil your potential. With a strong heritage, this firm is currently supported by 80 highly skilled professionals and 10 forward thinking Partners. It services the financial and fiscal needs of over 3,500 clients and prides itself on building relationships built on trust, understanding and independence. Because of this some of its associations go back over several generations.
This key appointment will see you take early responsibility for managing the firms trust function. The portfolio will be varied and consist of several hundred trusts including heritage property, quoted portfolios, private company shares, land and building etc. Your previous compliance experience either in trusts or private client tax will be put to good use as you strive to lead this thriving team. In return for your expertise and a professional qualification (or equivalent), you will be given the support to progress and drive your career forward. In this challenging market, do not miss your chance to secure this unique opportunity, by contacting us today.
Duties and responsibilities:
Managing the firms trust client function.
Responsible for compliance work in organising the preparation of annual tax returns and accounts.
Advising clients & contacts on setting up, closing and changes to trusts.
Dealing with both onshore & offshore trust work.
Candidate specification:
STEP, CTA or ACA qualified.
Significant trust or private client experience.
Ability to lead a team.
Knowledge of offshore trusts would be advantageous.
Commercial and hard-working.
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