Our client is seeking a Trust Manager to join their team.
Your will assist and support the Management team with the administration and management of Trust structures
Summary of Responsibilities:
- Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same
- Managing a portfolio of Trusts and Companies for International High Net Worth individuals
- Overseeing an administration team including providing support and assistance in relation to client matters, training and appraisals
- Maintaining solid relationships with client and intermediaries and to ensure they receive the highest standard of service at all times
- Reviewing accounts files prepared by administrative team
- Liaising with tax advisors and ensuring compliance with tax planning advice and investment guidelines.
- Provision of information to tax advisors and review of US tax computations.
Skills, knowledge & Attributes
- To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
- To have 10 years+ experience working in a Trust & Company environment
- To have advanced accounting/administration skills
- Good knowledge and understanding of general UK and US tax principles
- To have an attitude that inspires respect and to be capable of taking the lead
For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com