Private Client and Trust Manager
An opportunity has arisen for an experienced individual to take on the role of Private Client and Trust Manager for a Chartered Accountants firm who provide an integrated approach to advising on wealth management issues. This is ideal for someone with probate and trust experience, and the firm are offering study support for the STEP qualification.
You will be responsible for:· A portfolio of high net worth clients. · Reviewing output from other team members. · Supporting the team’s workflow, billing and debtors and ensure that key deadlines are met. · Direct contact with clients. · Working across all the firm’s offices and getting involved with the development of the business. · Delivering personal tax advisory, personal tax compliance, trust and estate compliance. · Providing probate services.
Essential:· Experience as a tax supervisor/manager in a private client team. · Good interpersonal skills. · STEP member or willing to study for the qualification. · CTA qualified.
Desirable:· Experience supporting high net worth family groups. · Probate and trust experience.
For further information on this Private Client and Trust Manager role, please apply directly or contact Hannah Patmore at AJ Chambers.