Trust Manager

Clear IT Recruitment Ltd; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

An established private client services firm in London seeks a Manager to lead a portfolio of UK and offshore trusts, advising high-net-worth individuals and trustees. You will review accounts and tax compliance, draft advisory reports, and contribute to business development while mentoring junior staff.

The role offers progression within a growing team handling international client work and complex trust structures.

Qualifications

• 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).
• CTA qualification (STEP beneficial).

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

Attention to detail

Organisation

Trust tax knowledge

Experience with UK/offshore trusts

Education

CTA qualification

STEP 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.

Please make sure you read the following details carefully before making any applications.

This is an exciting opportunity to join a successful team on a strong growth trajectory, offering a clear path to progression and involvement in high-value, international client work.

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).