Senior Trust Manager - STEP

Pro-Tax; City Of London; Hybrid; GBP 85,000; Full time

Job summary

A leading recruitment firm in London is seeking a Senior Trust Manager to oversee a portfolio of offshore and onshore trusts. The role involves close collaboration with Directors and Partners, focusing on tax returns, IHT planning, and succession advice. Candidates must be STEP qualified, ideally with a CTA, and possess significant experience in trust taxation. This position offers a hybrid working model and opportunities for career development towards Director and Partner levels.

Benefits

Attractive benefits

Qualifications

• Experience advising on trust taxation, IHT, and estate planning matters.
• Proven track record in managing onshore and offshore trusts.

Responsibilities

• Act as the primary point of contact for trustees and clients.
• Oversee preparation and review of trust/estate accounts.
• Provide estate/succession advice and trust structuring.

Skills

Trust taxation advisory

IHT planning

Estate planning

Education

STEP qualification

CTA qualification

Job description

Senior Trust Manager - STEP

£85,000 plus attractive benefits

London / Hybrid

Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London.

The role

You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.

You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.

You

You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years' experience of advising on trust taxation, IHT and estate planning matters.

You will thrive in a supportive environment that will enable you to develop your career and work towards Director and Partner level.

To apply simply contact John at Pro Tax on [e-mail]

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.