Trust Manager, Family Office, London

Job Description

This is a friendly and adult environment that would be ideal for someone who enjoys a high level of client interaction. As a member of this trust team, you will deal with the management of trusts, manage tax efficient structures, and deal with the trustees and the ad hoc issues of your clients. This is a great opportunity to develop your client skills and learn what it means to be a trusted adviser.

Some aspects of the role:

•Manage the investment managers, both internal and external
•Provide Tax planning for beneficiaries
•Deal with your own portfolio of high quality trust clients - Discretionary, interest in Possession, Charity and Bare trusts and Executorships
•Maintain the trust database and manage junior staff
•Provide Ad Hoc tax planning and deal with general tax queries
•Trust Estate taxation and accounting to include the preparation of trust accounts, tax returns, production of CGT what if statements, calculation of IHT exit charges, 10 year charges, completion and submission of HMRC forms etc


What do you need to qualify?

A solid background in Trusts and supervisory experience. The STEP qualification would be a big plus.

Call me on 0207 872 5819 for more details


Choose an agency that works for you

At Creative Tax Recruitment we partner with our candidates to solve their problems - the true meaning of consultancy. We are well-known and respected in the industry not only because of our extensive specialist experience, but also for our proactive approach. Unlike a generalist recruitment firm, we have in-depth specialist knowledge of our market. We can therefore respond intelligently to your brief and understand your needs.

Quality of service is the key to our success .Experience has taught us that to achieve a perfect match there is no substitute for personal contact and attention to detail. As part of our on-going commitment, you will benefit from a number of advantages that come in dealing with a niche recruitment consultancy such as a pro-active approach to your job search, effective salary negotiation on your behalf and a dedicated consultant to discuss your requirements.

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Creative Tax Recruitment is acting as an employment agency in relation to this role. Creative Tax Recruitment is committed to equal opportunity and diversity