Private Client Senior Manager – Offshore Trusts

Senior Manager – Private Client (Trusts) – Central London – Salary up to £90,000

My client, a renowned and established firm, is currently seeking a talented Private Client Senior Manager with experience with offshore trusts to join their London team. This role offers the chance to provide high-level advice on trust formation, reorganisations, and general Inheritance Tax (IHT) planning.

Responsibilities:

·        Offer expert advice on trust formation, reorganisations, and IHT planning

·        Manage high net worth family groups

·        Efficiently handle workflow management, billing, and debtors, ensuring compliance with key deadlines for annual accounts and tax obligations

Requirements:

·        Proven experience as a trust manager within a trust team or in a mixed trust and tax management role

·        Track record of successfully managing professional teams

·        Membership in STEP (Society of Trust and Estate Practitioners) or willingness to pursue the qualification

·        Experience in managing high net worth family groups and offshore trusts

·        Preferably, experience in probate and estate matters (training available if required)

·        Accountancy or tax qualification

·        ATT/CTA qualified

Benefits:

·        Up to 5% employer contribution to the pension scheme

·        Flexible benefits package, allowing you to choose from a range of options such as private health plans, death in service coverage, income protection, gym memberships, restaurant discounts, travel insurance, and additional health coverage

·        Agile working arrangements, mental health and wellbeing initiatives, and a positive and flexible work environment

This role presents an exciting opportunity for an experienced Private Client Manager with offshore Trust experience seeking a new challenge in a highly regarded firm. With ample room for career growth and advancement within the department, there are no limitations to your potential. If you meet the requirements and are interested in this opportunity, apply today.

To apply, contact Tim Keech at AJ Chambers on 0203 8178131 or tim.keech@aj-chambers.com

Senior Tax Manager – Private Client (Trusts) – Central London – Salary up to £95,000