Trust Manager

Clear Legal & Financial Recruitment; City Of London; On-site; GBP 65,000 - 95,000; Full time

Job summary

Clear Legal & Financial Recruitment represents a growing Top 30 professional services firm seeking a Manager for its Private Client Trusts team. You will manage UK and offshore trust clients, review tax matters, and advise on distributions and UK reporting while ensuring HMRC compliance.

The role emphasizes strategic tax planning, client development, and mentoring junior staff. Strong communication and meticulous organisation are essential for success in this senior advisory position.

Qualifications

• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.
• Strong knowledge of UK trust tax legislation.
• Experience managing UK and offshore trust clients.
• Ability to advise on distributions and UK reporting requirements.
• Proficiency in Excel (CCH and Digita desirable).

Responsibilities

• Manage a portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
• Advise trustees and beneficiaries on distributions and UK reporting requirements.
• Ensure compliance with HMRC Trust Registration Service rules.
• Draft and review advisory reports on UK and offshore trust structures.
• Provide strategic tax planning advice and identify new opportunities with existing clients.
• Supervise, coach, and develop junior staff.
• Contribute to business development, proposals, and networking activities.

Skills

Communication skills

Organised

UK trust tax knowledge

Mentoring

Education

CTA qualification

STEP qualification (beneficial)

Tools

Excel

CCH

Digita

Job description

My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. The Trusts sub-team is expanding and is seeking a Manager to support the management and growth of a diverse portfolio of UK and offshore trusts, advising high-net-worth individuals, families, and trustees both in the UK and internationally.

Key Responsibilities

• Manage a portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
• Advise trustees and beneficiaries on distributions and UK reporting requirements.
• Ensure compliance with HMRC Trust Registration Service rules.
• Draft and review advisory reports on UK and offshore trust structures.
• Provide strategic tax planning advice and identify new opportunities with existing clients.
• Supervise, coach, and develop junior staff.
• Contribute to business development, proposals, and networking activities.

What You'll Need

• CTA qualification (STEP beneficial).
• Strong knowledge of UK trust tax legislation.
• Experience managing UK and offshore trust clients.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.
• Proficient in Excel (experience with CCH and Digita desirable).