2 jobs found

Tier 1 - Tax and Trusts Manager Location: Central London - hybrid Salary: DOE Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures. RESPONSIBILITIES -Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance -Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities -Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required -Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi-generational family governance matters -Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice -Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service -Driving proactive matter management, including budgeting, WIP control and achievement of financial targets -Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space -Supervising and mentoring junior team members and assisting with workflow management and technical development ABOUT YOU -CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment -Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures -Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families -Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management -Confident communicator with the ability to translate complex tax issues into practical guidance -A collaborative team player with experience supervising junior professionals BENEFITS -Competitive salary with discretionary bonus -Hybrid working model with genuine flexibility and agile culture -Generous annual leave entitlement with additional festive closure -Private medical insurance and comprehensive wellbeing support -Enhanced pension contribution and life assurance -Ongoing professional development with support for STEP, CTA and specialist training -Exposure to high-quality international work within a collaborative private wealth platform -Clear progression pathway within a well-resourced and growing team -Strong administrative, accounting and knowledge support infrastructure If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)

Our Company & Trust Services client are seeking a Client Accounts Manager to prepare trust and company accounts and oversee the day-to-day running of the client accounts team. The Client Accounts Manager will be responsible for: Preparation and review of trust and company financial statements in accordance with applicable accounting standards Oversight of bookkeeping for trust and corporate structures Consideration of accounting implications of transactions and complex structures Liaison with internal trust administrators, tax advisers, auditors, and external professional advisers Assisting with audits and responding to audit queries Review of management accounts and financial reports, where required Co-ordination and management of day-to-day workflow, task allocation, and deadlines within the Client Accounting Team Supervision, mentoring, and technical support of team members Reviewing work to ensure accuracy, completeness, and quality standards Monitoring team performance against agreed KPIs, quality standards, and service level expectations Identifying training and development needs within the team Driving continuous improvement in processes and controls Maintaining robust financial controls and procedures Ensuring accurate record keeping and data integrity Identifying and escalating technical or risk issues where appropriate Supporting internal and external audit processes The ideal candidate for the role of Client Accounts Manager will have: - Technical experience in preparing Isle of Man trust and company accounts - Ability to interpret financial information and assess transaction implications - Strong interpersonal and communication skills (written and verbal) - Ability to produce high-quality work to strict deadlines - Strong organisational skills and ability to manage competing priorities - Ability to work independently and exercise professional judgement - Proficiency in Microsoft Office (particularly Excel) and relevant accounting software - Current technical accountancy knowledge including up to date knowledge of UK GAAP and FRS 102 - Strong knowledge and experience in Isle of Man trust and company accounts preparation - Ability to assess and advise on the accounting implications of complex transactions - Understanding of different types of trusts and corporate entities Desirable: - Are Qualified (ACA or ACCA) - Awareness of regulatory and fiduciary obligations within an Isle of Man TCSP environment - Experience of working in a trust, fiduciary, or private client environment - Demonstrable experience managing or supervising a team - Exposure to multi-jurisdictional structures - Experience of dealing with auditors and tax advisers