Trust Manager - Private Client Tax - #66323

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

Purpose of Role

As a Trust Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.

Job Responsibilities:

• Delivering high quality service to clients & attendance at client meetings
• Responsible for a portfolio of trust clients & preparing reports for clients.
• Reviewing of Trust accounts, Trust returns, inheritance tax returns.
• Advising Trusts on distributions and Tax regimes and managing the client relationship
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations.
• Ensuring Evelyn Partners procedures on annual tax cycle are complied with collating and maintaining client information
• Provide support to your colleagues on chargeable and non-chargeable work when required
•  Provide link in chain to supervise staff members below and support Directors above.

Education and Qualifications:

• ACA/ CTA /STEP or equivalent qualification.

Experience and Skills:

• Experience gained within a professional services firm.
• Experience of working in a Trusts focused team.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.

• Must be able to plan workload to prioritise work to meet conflicting deadlines and cope with pressure.
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
• Must have good inter-personal skills to be able to liaise with clients and other staff members.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.