Trust Manager

JMC Legal Recruitment; Orpington; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading modern law firm is seeking an experienced Trust Manager to join their Estate Administration Department in Orpington. The role involves managing a portfolio of trusts, advising clients, and ensuring compliance with UK legislation. This is an excellent opportunity to work in a supportive environment that promotes career progression, with varied high-quality work.

Benefits

Supportive team environment

Opportunities for progression

High-quality varied work

Qualifications

• Over 4 years' experience in trust administration or private client services.
• Strong understanding of inheritance tax, capital gains tax, and income tax related to trusts.
• Professional, positive, and team-oriented.

Responsibilities

• Manage a portfolio of UK trusts including distributing and overseeing trustee matters.
• Prepare trust accounts and tax returns in collaboration with tax specialists.
• Advise on trust structuring and succession planning.

Skills

Understanding of UK trust law

Client-focused

Team player

Education

Private Client Solicitor or Legal Executive

Job description

Trust Manager - Estate Administration

Orpington, Kent | Well-Established, Modern Law Firm

A rare opportunity has arisen for an experienced Trust Manager to join the successful Estate Administration Department of a well-established and progressive law firm based in Orpington, Kent.

About the Team

The Estate Administration Department specialises in advising private clients on a broad range of matters, including trust administration, wills, probate, and lasting powers of attorney. The team operates with a partner-led approach, promoting a flexible structure that supports junior team members and ensures work is allocated at the appropriate level.

Key Responsibilities

• Managing a portfolio of UK trusts, including discretionary, life interest, personal injury, and vulnerable persons trusts
• Acting as the principal point of contact for clients, beneficiaries, and professional advisors
• Ensuring full compliance with all relevant UK legislation, including HMRC, FATCA, CRS, and TRS
• Preparing annual trust accounts, tax returns, and related documents in collaboration with tax specialists
• Overseeing trust distributions, trustee meetings, investment reviews, and compliance checks
• Providing advice on trust structuring, succession planning, and associated tax implications
• Keeping up to date with changes in trust law, tax legislation, and best practices
• Supporting the supervision and development of junior trust officers or administrators
• Reporting regularly to senior management or partners on portfolio performance and risk matters

Requirements

• You will likely be a Private Client Solicitor or Legal Executive with over 4 years' experience in trust administration or private client services, with a strong understanding of UK trust law, inheritance tax, capital gains tax, and income tax as they apply to trusts.
• You will be professional, positive, client-focused, and an excellent team player.

What's on Offer

• The chance to join a highly respected and modern law firm with a strong client base
• A supportive team environment with opportunities for progression
• High-quality, varied work within a trusted and established department

Apply now for immediate consideration.