IHT, Trusts and Estates Assistant Manager
As an IHT, Trusts and Estates Assistant Manager in Cardiff, you will manage a varied portfolio of trust and estate work within Financial Services, helping clients keep their affairs organised and well handled. You will work closely with colleagues on day-to-day accounting and finance activities, ensuring work is completed accurately and on time.Client DetailsOur client is a well-established accountancy and advisory firm with a long-standing reputation for supporting private clients, entrepreneurs, business owners and families across the UK. With a strong focus on delivering high-quality technical advice and exceptional client service, they have built a collaborative and forward-thinking culture that supports both professional and personal development. As a purpose-led organisation, they are committed to responsible business practices, employee wellbeing and creating an inclusive environment where individuals can thrive. Continued investment in people, technology and specialist services has positioned them as a leading employer within the professional services sector.DescriptionManage a portfolio of trust and estate matters, keeping work organised and progressing to agreed deadlines.Prepare accounts and related documents for trusts and estates, maintaining clear and accurate records.Review financial information and resolve queries to support accurate completion of client work.Work with colleagues across the Accounting and Finance team to coordinate workloads and ..... full job details .....
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