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London | Trust & Estate Assistant Manager

As a fast growing national tax advisory practice, we are looking to recruit an Assistant Manager to join our Trust & Estate team based in our London office.

Qubic Network

Date Posted 24th Sep 2019

Reference LDN01

Location City of London

Salary TBC

As a fast growing national tax advisory practice, we are looking to recruit an Assistant Manager to join our Trust & Estate team based in our London office.

Qubic Trustees is a UK registered trust company that acts as a corporate trustee for over 500 trusts and provides independent, holistic and professional trustee services to a range of clients. Qubic Trustees is a member of TACT and is regulated by the ICAEW. Its Directors and staff have a proven history of assisting clients in meeting their long term objectives, such as succession and retirement planning, through the use of trust structures.

The successful candidate will be expected to assist in the provision of specialist advice on Private Client focussed matters including trusts (employment related trusts, family trusts and potentially charitable trusts and foundations), IHT/Estate planning, CGT planning, wills and probate.

           

Key duties and responsibilities:

  • Assisting the Director of Trusts and Estates in growing and developing an ambitious, respected and commercial trust and estate practice
  • Maintain and develop existing relationships with clients and assist in developing new relationships with third party referrers and their clients
  • Assisting the Director of Trusts and Estates in managing private client matters, with a particular focus on trusts
  • Administration of trusts and estates (including tax compliance, accounts preparation and record keeping)
  • Advising on Inheritance Tax and Capital Gains Tax matters (including planning)
  • Assisting with estate planning reviews for clients focussing on asset protection
  • The successful candidate must be willing to work closely with other departments and fee earners within the firm

  

Requirements: 

  • Strong organisational skills and excellent attention to detail;  
  • Ability to communicate effectively with both internal and external contacts;
  • Ability to work on own initiative and highlight issues as they arise;
  • Ability to work as part of a team and independently prioritise workload, to ensure both personal and team deadlines are met;
  • A self-motived individual with a strong personal drive and desire to succeed;
  • Possess the ability to deliver excellent client service;
  • Desirable qualifications may include ATT/CTA/STEP or ACA/ACCA

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Qubic Network London Qubic Network Newcastle
Qubic Network London Qubic Network London Office Location

Floor 17, 30 St Mary Axe
London London EC3A 8BF (map)

Tel: 0207 283 9555

Qubic Network Newcastle Qubic Network Newcastle upon Tyne Office Location

St Ann's Quay, 118 Quayside
Newcastle upon Tyne Tyne and Wear NE1 3BD (map)

Tel: 0191 232 2001

"Qubic" is often used to refer to individual member firms within the Qubic network or to several or all of them collectively, including but not limited to Qubic Tax Ltd, Qubic Trustees Ltd and Qubic Tax Advisory Ltd, each of which is a separate legal entity and does not act as an agent of any other member firm, cannot bind any other member firm, and is liable for its own acts or omissions and not those of any other firm.

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