Trust & Tax Manager
Core
Provide technical tax advice and oversee the management of a large bank of trusts for individuals and trustees.
Role type
Trust & Tax Manager
Builds
Trust and estate accounts, tax reporting, and trust management services
Domain
Private Client Law / Trusts and Probate
Deliverable
client delivery
Required skills
Private Client Tax expertise, trust administration, tax reporting, estate account management
Preferred skills
ATT or CTA qualification, 3+ years PQE
Technologies
N/A
Responsibilities
Assist with tax reporting for individuals and trustees; provide technical tax advice; assist with trust and estate accounts; oversee the management of a large bank of trusts
Seniority
Mid-level, hands-on IC
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