Hybrid Trust Manager - Private Client & IHT Advisory

TPF Recruitment Ltd; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Benefits package

Supportive team culture

Job summary

TPF Recruitment Ltd is seeking an experienced Trust Manager to join a growing accountancy practice in London. You will work with high net worth individuals, family trusts, estates and wealth preservation structures within the Private Client and Trusts Team.

The role offers hybrid working in London, with a competitive salary and benefits package. You will manage UK resident trust clients, oversee trust accounts and tax returns, and support senior colleagues on advisory projects.

Qualifications

• ACCA, ACA, CTA or STEP qualified.
• 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
• Strong experience preparing and reviewing trust accounts.

Responsibilities

• Managing a portfolio of UK resident trust clients.
• Preparing and reviewing trust accounts and trust tax returns.
• Overseeing trust compliance and administration activities.
• Assisting with inheritance tax (IHT) planning and succession planning projects.
• Supporting trust restructuring and wealth preservation assignments.
• Preparing technical reports and client recommendations.
• Attending client meetings and supporting business development initiatives.
• Liaising with clients, solicitors, financial advisers and HMRC.
• Reviewing work prepared by junior staff members.
• Mentoring, training and developing junior colleagues.
• Ensuring all client and statutory deadlines are met.

Skills

Client relationship

Communication skills

Multitasking

Mentoring junior staff

Education

ACCA, ACA, CTA or STEP qualified

Tools

CCH Trust Accounts

CCH Personal Tax

Job description

TPF Recruitment Ltd is seeking an experienced Trust Manager to join a growing accountancy practice in London. You will work with high net worth individuals, family trusts, estates and wealth preservation structures within the Private Client and Trusts Team.

The role offers hybrid working in London, with a competitive salary and benefits package. You will manage UK resident trust clients, oversee trust accounts and tax returns, and support senior colleagues on advisory projects.