- Senior
- Office in London
The Trusts team is a busy department of the firm within a large Private Client team dealing with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns, and reporting inheritance tax events for over 500 trusts and estates.
We’re looking for a Senior Manager to oversee and run the Trusts team and work together with the Private Client Partners delivering complex tax advice. In this role, you will oversee the management and delivery of all trust compliance and reporting work, ensuring deadlines are met and high-quality standards are maintained.
This is a hands-on leadership role offering the opportunity to make a significant impact within a busy and high-performing team, with the opportunity for progression within a large and award-winning Private Client team.
Key Responsibilities
- Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
- Preparation of IHT returns for trusts and lifetime transfers
- Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
- Reviewing work prepared by more junior team members
- Training, supervising and mentoring junior team members, including annual appraisals
- Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
- Delivering technical trust support and advice to colleagues and Partners
- Working with the Private Client Partners to identify ways to modernise and improve existing practices
- Represent the firm within the existing Sumer group for Trusts expertise
Skills, Knowledge & Expertise
The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous.
You should demonstrate the following qualities:
- Excellent attention to detail
- A proactive attitude
- The ability to work successfully in a team
- The ability to work under pressure where necessary
- Excellent communication skills
- Excellent organisational skills
The ideal candidate should possess strong experience in the areas shown above.
Job Benefits
- 25 days holiday on commencement + bank holidays (some of which are flexible)
- Buying and Selling Holiday Scheme
- Hybrid working policy – at least 2 days in the office a week, with a core hours system in place
- Life Assurance 4x annual salary
- Income protection
- PHI (Permanent Health Insurance)
- Health Cash Plan
- Enhanced maternity and paternity packages
- Season Ticket Loan (after qualifying period)
- Discounted Gym Membership
- Discounted Tastecard
- Perkbox Membership
- Pension Scheme
- Cycle voucher scheme
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
