Trusts & Estates Manager / Senior Manager STEP Desirable

Butler Rose is delighted to be recruiting on behalf of a growing and highly regarded firm of accountants that is seeking an experienced Trusts and Estates Manager or Senior Manager to join their expanding team. This is an exceptional opportunity to work with a firm that values expertise, collaboration, and client care.

The Role
In this key position, you will provide expert tax compliance and advisory services, specialising in trusts, estates, and inheritance tax matters. You will work closely with solicitors, financial advisors, and other professionals to deliver comprehensive solutions to a diverse client base. Your responsibilities will include:

• Advising on inheritance tax planning, will structuring, and estate administration.
• Managing a portfolio of clients, ensuring exceptional service delivery.
• Mentoring and developing junior team members.

This is a fantastic opportunity to join a collaborative team that values professional growth and delivering outstanding results for clients.

About You
To be successful in this role, you will have:

• Significant experience in trust and estate tax compliance and planning.
• In-depth knowledge of inheritance tax, capital gains tax, and income tax.
• Strong interpersonal and client relationship management skills.
• The ability to work both independently and as part of a team.
• A STEP qualification or equivalent (preferred but not essential).

What's on Offer
The firm is committed to providing an exceptional working environment, offering a comprehensive benefits package that includes:

• An annual discretionary bonus.
• Hybrid working and a flexible working program.
• Competitive holiday increasing with service + option to buy additional holiday.
• Your birthday off!
• Contributory pension
• Private healthcare.
• External health and wellbeing support.
• Subsidised gym membership.
• Fully funded professional training.
• Regular social events, funded lunches, and free parking at all sites.

Next Steps
If you are an experienced Trusts and Estates professional looking for a new challenge within a dynamic and growing firm, we'd love to hear from you. Apply now, or get in touch with Victoria Newing at Butler Rose for a confidential conversation about this opportunity, or v . newing @ butlerrose . com

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.