Purpose of the role:
In this role, you will assist and support the Management team with the administration and management of Trust structures.
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 ensure compliance with tax planning advice and investment guidelines
Skills required:
- To be a professionally qualified Accountant ACA/ACCA or equivalent
- Experience working in a Trust & Company environment is desirable but not essential
- To have solid advanced accounting/administration skills
- Knowledge and understanding of general UK tax principles is desirable