|Job Title||Trust Manager, Family Office, London|
|Salary||£60000 - £65000 per annum, Benefits: Range of Benefits|
|Job Published||about 5 years ago|
|Who to Contact||Medet Ali|
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
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