Trust Manager / Assistant Manager

Pro Talent; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading independent accountancy firm in London is seeking a Trust Assistant Manager/Manager to manage trusts and estates workflows. This role offers the opportunity to work closely with partners and support junior team members while providing exceptional client service. The firm prioritizes training and development, ensuring professionals grow their expertise in a supportive environment.

Responsibilities

• Manage specific trusts, estates, and probate workflow directly to clients.
• Provide high-quality client service while adhering to job budgets.
• Assist and support semi-seniors in delivering service.

Job description

Overview

Working with a leadingindependent accountancy firm to recruit within their hugely successful Trusts & Estates team in London, we are looking for a Trust Assistant Manager / Trust Manager to join them.

The firm work with individuals, their families and their professional advisors to help understand their requirements and give bespoke tax planning advice to achieve their goals, aims and objectives. Giving you a career you can be proud of. You'll fine tune and develop specialist skills and technical knowledge to be able to really make a difference to people.

The firms specialist team work on trusts, estate planning and dealing with a deceased\'s affairs as a key part of their tax offering, and the team that specialise in this area of high level experts and professionals.

They have invested heavily in to developing that expertise to ensure that clients benefits from the best possible advice, but for you this means outstanding ongoing training and development that is second to none. This allows you to really further your career and position yourself as an expert with sought after expert skills and experience.

Responsibilities

The role of Trust Assistant Manager or Manager is to manage specific trusts, estates and probate workflow directly to clients and other SLs, providing high quality client service whilst ensuring adherence to individual job budgets etc.

You will work closely with the partners and managers within the team, assist and support the semi seniors and work together to provide amazing levels of service.

Working environment and development

The work is specialist but diverse and interesting giving you ownership and mastery within the specialism but never allowing you to get bored or stagnate.

How to apply

Please contact Lydia at proTalent for a confidential discussion.