Trust Manager - Hybrid, Central London

TPF Recruitment Ltd; Greater London; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Life assurance

Private medical insurance

Structured career progression

Training & development

Job summary

TPF Recruitment on behalf of a London-based accountancy practice is seeking an experienced Trust Manager to join their Private Client and Trusts Team. The role focuses on high net worth clients, trust accounting, compliance and advisory work.

The successful candidate will manage a portfolio of UK resident trusts, mentor junior staff, and collaborate with solicitors, advisers and HMRC to deliver rigorous trust services and meet deadlines.

Qualifications

• ACCA, ACA, CTA or STEP qualification.
• 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
• Experience preparing and reviewing trust accounts.
• Experience completing trust tax returns and managing trust compliance work.
• Good understanding of UK trust taxation and private client tax matters.
• Experience supervising or reviewing junior staff is desirable.

Responsibilities

• Managing a portfolio of UK resident trust clients.
• Preparing and reviewing trust accounts and trust tax returns.
• Overseeing trust compliance and administration activities.
• Assisting with inheritance tax (IHT) planning and succession planning projects.
• Mentoring, training and developing junior colleagues.
• Liaising with clients, solicitors, financial advisers and HMRC.
• Reviewing work prepared by junior staff members.
• Ensuring all client and statutory deadlines are met.

Skills

Trust accounting

Trust tax compliance

Client communication

Mentoring juniors

Financial reporting

Education

ACCA, ACA, CTA or STEP qualification

Tools

CCH Trust Accounts

CCH Personal Tax

Microsoft Excel

Microsoft Word

Job description

London | Hybrid Working | Competitive Salary + Benefits

TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Manager to join their established Private Client and Trusts Team.

This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration and private client advisory work.

Key Responsibilities

• Managing a portfolio of UK resident trust clients.
  
• Preparing and reviewing trust accounts and trust tax returns.
  
• Overseeing trust compliance and administration activities.
  
• Assisting with inheritance tax (IHT) planning and succession planning projects.
  
• Supporting trust restructuring and wealth preservation assignments.
  
• Preparing technical reports and client recommendations.
  
• Attending client meetings and supporting business development initiatives.
  
• Liaising with clients, solicitors, financial advisers and HMRC.
  
• Reviewing work prepared by junior staff members.
  
• Mentoring, training and developing junior colleagues.
  
• Ensuring all client and statutory deadlines are met.
  

Requirements

• ACCA, ACA, CTA or STEP qualified.
  
• At least 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
  
• Strong experience preparing and reviewing trust accounts.
  
• Experience completing trust tax returns and managing trust compliance work.
  
• Good understanding of UK trust taxation and private client tax matters.
  
• Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.
  
• Strong client relationship and communication skills.
  
• Ability to manage multiple priorities and deadlines effectively.
  
• Experience supervising or reviewing junior team members' work is desirable.
  
• Knowledge of CCH Trust Accounts and CCH Personal Tax.
  
• Experience of inheritance tax planning and estate planning.
  
• Exposure to trusts advisory projects.
  
• Strong Microsoft Excel and Microsoft Word skills.
  

Benefits

• Competitive salary with regular reviews
  
• Hybrid and flexible working options
  
• Independent practice with the intention of staying that way.
  
• Generous holiday allowance with option to buy additional days.
  
• Pension scheme with employer contribution
  
• Life assurance cover
  
• Private medical insurance
  
• Structured career progression with clear pathways
  
• Ongoing professional development and training
  
• Family feel to the business with a supportive and collaborative team culture
  
• Employee wellbeing initiatives and support programmes
  
• Social events and team activities throughout the year
  
• Modern offices with good transport links
  

We’re keen to remain the leading provider of the best accountancy talent in London and the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).