Trust Manager - Estate Administration

Clarkson Wright & Jakes; Orpington; On-site; GBP 45,000 - 65,000; Full time

Job summary

Clarkson Wright & Jakes is seeking an experienced professional to join its Estate Administration Department. The role focuses on managing a portfolio of UK trusts and providing high-quality advice on trust structuring, tax implications, and regulatory compliance.

You will work within a partner-led team, liaising with clients, tax advisors, solicitors and investment managers to ensure accurate, timely service and ongoing client relationships.

Qualifications

• Over 5 years experience in trust administration or private client services.
• Strong knowledge of UK trust law, inheritance tax, capital gains tax and income tax as they apply to trusts.
• Positive, professional, client focused approach and a great team player.

Responsibilities

• Administer a portfolio of UK trusts, including discretionary, life interest, personal injury and vulnerable persons trusts.
• Act as a principal point of contact for clients, beneficiaries, and professional advisors.
• Ensure timely and accurate compliance with all relevant UK legislation (e.g., HMRC, FATCA, CRS, TRS).
• Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
• Oversee distributions, trustee meetings, trust reviews, and investment monitoring.
• Provide advice on trust structuring, succession planning, and potential tax implications.
• Maintain up-to-date knowledge of trust law, tax changes, and best practices in the UK trust sector.
• Support the training and supervision of junior trust officers or administrators.
• Report regularly to senior management or partners on portfolio performance and risk issues.

Skills

Trust administration

Private client services

UK tax knowledge

Client focus

Team player

Job description

A fantastic opportunity has arisen to join our successful Estate Administration Department.

About You

You’ll have over 5 years experience in trust administration or private client services. You will have a strong knowledge of UK trust law, inheritance tax, capital gains tax and income tax as they apply to trusts. You will be positive, professional, have a client focused approach and a great team player.

About The Team You Will Be Joining

Our Estate Administration Department specialise in providing advice and assistance to private clients on a broad range of employment matters including, trust administration, wills, probate and lasting power of attorney, amongst others. We have a partner led approach on all matters, providing a flexible team structure which helps to develop junior members of the team and allocation of work to the right level.

What will I be doing?

You will be responsible for providing a high-quality service to clients, including legal and regulatory compliance, managing client relationships, liaising with tax advisors, solicitors and investment managers.

Day-to-day Responsibilities Include

• Administer a portfolio of UK trusts, including discretionary, life interest, personal injury and vulnerable persons trusts.
• Act as a principal point of contact for clients, beneficiaries, and professional advisors.
• Ensure timely and accurate compliance with all relevant UK legislation (e.g., HMRC, FATCA, CRS, TRS).
• Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
• Oversee distributions, trustee meetings, trust reviews, and investment monitoring.
• Provide advice on trust structuring, succession planning, and potential tax implications.
• Maintain up-to-date knowledge of trust law, tax changes, and best practices in the UK trust sector.
• Support the training and supervision of junior trust officers or administrators.
• Report regularly to senior management or partners on portfolio performance and risk issues.

For further information about the type of clients we work with, take a look here: https://www.cwj.co.uk/site/aboutus/ourclients/