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Trusts Associate

  • Location

    Derby

  • Sector:

    Tax, Trusts, Private Client Tax

  • Job type:

    Permanent

  • Salary:

    £36,000

  • Contact:

    Richard Kinsey

  • Contact email:

    rkinsey@clark-wood.co.uk

  • Job ref:

    RK-10898

  • Published:

    26 days ago

  • Expiry date:

    2019-04-23

  • Consultant:

    Richard Kinsey

Clark Wood is delighted to be working with a Mid-Tier Firm of Chartered Accountants in Derby who are currently recruiting for a Trust Consultant to join their expanding team.

The team currently provides a service for approximately 200 Trusts; probates; estates; small private charities; individual clients and their families and family office type administrative services.

The East Midlands Trusts and Estates team is an extremely busy team and acts on a broad range of matters for an extensive client base.  They offer bespoke estate and IHT planning advice for new and existing clients and we work closely in association with our in house Financial Planning Team and the Tax Team in relation to advising high net worth individuals.

Our client now require a new Trust and Probate Supervisor  who can offer support to Trust Team clients and show aptitude and potential to develop within our trust and estate offering moving forward.

Reporting to the Trust Partner and Senior Trust Manager, you will be an integral member of the trust department, which looks after a large number of trusts, deceased estates and high net worth families.
The successful individual will provide taxation and general advice regarding trust formation, reorganisations involving breaking trusts and general IHT planning.

You will be responsible for managing your our portfolio of clients, with appropriate support.

You will be responsible for supporting high net worth family groups and as such a high level of  technical expertise is required.

The successful candidate will have experience as a trust supervisor within a trust team and be experienced in supporting a dedicated team of trust advisers

For further information on this role please contact Richard Kinsey at Clark Wood – rkinsey@clark-wood.co.uk / 01173 291055

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role