Trust Supervisor, Family Office ￡44-53,000 Great Work/Life Balance

Job Description

Fed up of worrying about time sheets? Do not want to be under pressure to win business? This family office offers you a great work life style balance and the opportunity to deal with a high quality client base.

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, 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:

•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

You will ideally be STEP qualified (or have the equivalent experience)


Why Creative Tax Recruitment?

•Deal with experienced recruiters who understand the tax market, and just as importantly your needs.
•Work with a consultant who will take a pro-active approach to your job search - our consultants do not sit around waiting for the right role to appear.
•Effective salary negotiation on your behalf - we have a track record of securing high % increases for the people we place in new roles.


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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