Trusts & Estates Manager

An opportunity to join a high-profile Private Client team that has built a strong reputation for advising both UK and international HNWIs and their families.

Trusts and estates expertise is a key part of the offering and the team continues to grow in this area. They now seek an experienced Trusts professional at Manager level.

The incoming individual will oversee a portfolio of trusts and estates, taking responsibility for the review of accounts and returns, as well as overseeing the ongoing compliance requirements. They will also work closely with the partners on ad hoc trust planning projects.

Very much a client and third-party facing role, the position would suit someone with excellent communication and client relationship management skills. Strong trusts and estates tax and accounting experience is a pre-requisite. Experience of advising charity clients would be helpful but is not essential.

In return, the firm offers a genuinely supportive, sociable and collegiate environment in which to pursue one’s career. Their Private Client Tax & Trusts team maintains a high profile internally and is a key service line for the firm. Externally, the team is independently recognised for the quality of its expertise in the private client field. Based in Leeds, the role offers hybrid working 2-3 days a week and scope for progression towards Senior Manager grade.

To find out more about this opportunity, please email michael quoting

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