Personal Tax and Trust Manager, Family Office

Job Description

This is a rare role within the market place within a long standing family office

I am recruiting for a family office who is looking for a highly skilled professional to look after the tax affairs of the family. This is an autonomous role with near constant contact with the family members - over time you will become the family's trusted advisor.

You will be dealing with the tax affairs of 80-90 individuals and the tax issues of a number of trusts  as well as a of number investment activities and corporate ventures across a number of different industries.

Benefits: Market leading pension, great work/life balance, flexible working (4 days a week if you wish) and a very adult environment.

Example of some of the work you could do includes:

•  Preparation of IHT returns, including periodic charges. 
•  Review of tax provisioning for individuals and trusts. 
•  Advising upon taxation issues in trust accounts.
•  Handling HMRC correspondence generally.
•  Investment income, employment income, property income, farming income, Lloyd’s, horse racing and breeding.

Please feel free to contact me to discuss in more detail. 



At Creative Tax Recruitment we work with our candidates to solve their problems - the true meaning of consultancy. 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 - whether recruiting for a tax senior or tax partner. As part of our on-going commitment, you will benefit from a number of advantages that come in dealing with a niche consultancy such as a pro-active approach to your job search (we will not sit around waiting for the right role to appear); 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.