Trust and Estate Manager

Kreston Reeves; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm in London seeks a Trust and Estate Manager to oversee compliance and advisory services. The ideal candidate will have strong expertise in tax planning and experience managing a team. Competitive salary and benefits, including hybrid work options offered.

Benefits

Competitive salary

Contributory pension scheme

Private Medical Insurance

Mental wellbeing support

25.5 days leave plus bank holidays

Qualifications

• Experience within a Trust/Estate team.
• Strong technical knowledge in trusts, IHT, CGT, APR, and BPR.
• Experience managing a dedicated team.

Responsibilities

• Plan and review trust and estate compliance.
• Manage a team, including training and mentoring.
• Identify business development opportunities.

Skills

Trust and estate management

Tax knowledge (IHT, CGT, APR, BPR)

Team management

Education

STEP membership or willingness to study

Accountancy or tax qualification (ATT & CTA)

Job description

Overview

Department: Tax

Employment Type: Permanent - Full Time

Location: London

Reporting To: Gary Hicks

Description:

Team Overview: Join our prestigious London Trusts and Estates team, which ranks among the largest Trust departments for a firm of our size. Our dedicated team of 10 skilled professionals is committed to delivering exceptional service to our clients, which include approximately 600+ trusts, estates, small private charities, and individual clients and their families.

Role Overview: We are seeking an ambitious and knowledgeable Trust and Estate Manager who is eager to enhance their expertise in trust and estate management through continuous learning and development. This role offers the opportunity to provide high-level taxation and general advice across a wide range of trust related matters including trust formation, reorganisations, Agricultural Property Relief (APR), Business Property Relief (BPR), and general Inheritance Tax (IHT) planning. You will also be responsible for completing annual tax returns and accounts.

We also have a close relationship with solicitor's firms and other professional organisations and offer assistance with providing estate and trust compliance and detailed IHT planning.

About the role

• Plan, prioritise and review of trust and estate compliance and advisory whilst ensuring effective team workflow.
• Possess a high level of technical expertise;
• Be directly responsible for managing a team of people, including training, mentoring and appraising staff;
• Oversee workflow, billing and debtor management to meet financial targets ensure key deadlines including annual accounts, tax compliance, and important dates are met.
• Identify and pursue business development opportunities in trust and estate compliance and advisory services together with CGT and IHT planning opportunities.
• Collaborate closely with our in-house solicitors, Personal Tax Team, and Tax Advisory Team to provide integrated services.
• Maintain strong relationships with solicitors' firms and other professional organisations to support estate and trust compliance.
• Assist in delivering bespoke estate planning advice tailored to client needs.
• Develop and build own network of intermediaries and prospects

What we're looking for

• Experience within a Trust/Estate team
• Strong technical knowledge in trusts, IHT, CGT, APR and BPR and related areas
• Experience of managing a dedicated team of professional staff
• STEP membership or willing to study for the qualification
• Accountancy or tax qualification (not essential) in ATT & CTA

What we can offer

• Financial wellbeing - competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave - 25.5 days plus bank holidays, holiday buying
• Mental wellbeing - hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing - Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition - monthly nominations for financial awards based on culture and values
• Development - we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
• Diversity, inclusion and belonging - we operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG - give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
• Travel - other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing . Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.