Trust Manager

Clark Wood; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Une équipe de clients privés bien établie à Londres cherche un Trusts Manager ou Senior Manager pour gérer un portefeuille prestigieux. Ce poste offre l'opportunité de diriger des affaires de trusts et d estates, tout en travaillant dans un environnement technique solide et de soutien.

Benefits

Bonus de plus de £500 en bons pour les recommandations

Qualifications

• Expérience significative avec des trusts et des clients fortunés.
• Solide connaissance technique de la fiscalité des trusts.
• Expérience en gestion d'équipe souhaitée.

Responsibilities

• Gérer un portefeuille de trusts et d'individus à haute valeur nette.
• Préparer et examiner les comptes de trusts et les déclarations fiscales.
• Conseiller sur la planification successorale et la conformité législative.

Skills

Gestion de portefeuilles

Préparation de comptes fiscaux

Conseil fiscal

Communication

Gestion de relations clients

Leadership

Education

CTA, STEP, ou ACCA/ACA

Job description

Contact:

David Elliot

Contact email:

[e-mail]

Contact phone:

07538 908463

Job ref:

DE-18505

Published:

29 days ago

Expiry date:

2025-06-27

Startdate:

ASAP

Consultant:

David Elliot

Trusts Manager / Senior Manager

– City of London

A well-established private client team in London is seeking a Trusts Manager or Senior Manager to take ownership of a diverse and prestigious portfolio. This is an excellent opportunity for a motivated individual to lead trust and estate matters in a supportive, technically strong environment.

Key Responsibilities:

•Managing a portfolio of UK and offshore trusts, estates, and high-net-worth individuals

•Preparing and reviewing trust accounts and tax returns, including IHT, CGT, and income tax implications

•Advising on trust structures, succession planning, and compliance with evolving legislation

•Liaising with legal advisers, investment managers, and beneficiaries

•Leading client meetings and contributing to business development

Requirements:

•CTA, STEP, or ACCA/ACA qualified

•Significant experience working with trusts and high-net-worth individuals in a private client context

•Strong technical knowledge of trust taxation and estate planning

•Confident communicator with proven client relationship management experience

•Leadership experience or aspirations to manage a small team

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

#CW0625

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