TRUST MANAGER - LONDON

Artemis Recruitment Consultants Ltd; City Of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A top professional services firm in the UK is seeking a Trusts Manager to manage a diverse portfolio of UK and offshore trusts. This role involves supervising a small team, providing strategic tax planning advice, and ensuring compliance with trust legislation. The ideal candidate will be CTA qualified with excellent communication skills and experience in client management. This is an excellent opportunity for professional growth in a dynamic environment.

Qualifications

• Proven experience managing UK and offshore trust clients.
• Strong ability to draft and review advisory reports.
• Experience supervising and mentoring junior team members.

Responsibilities

• Manage a diverse portfolio of UK and offshore trust clients.
• Review trust accounts and tax returns.
• Advise trustees on distributions and UK reporting obligations.
• Ensure compliance with HMRC Trust Registration Service requirements.
• Deliver strategic tax planning advice.

Skills

Strong technical knowledge of UK trust tax legislation

Excellent written and verbal communication skills

Highly organised with strong attention to detail

Strong Excel skills

Education

CTA qualification

STEP qualification

Tools

CCH

Digita

Job description

Our client is a rapidly growing Top 30 professional services firm with a thriving Private Client team, including a specialist and expanding Trusts function. As the Trusts sub‑team continues to grow, they are seeking a Trusts Manager to support the management and development of a varied portfolio of UK and offshore trusts. You will work closely with high‑net‑worth individuals, families, and trustees both in the UK and internationally.

This is an excellent opportunity to join a successful team on an ambitious growth journey, offering genuine scope for progression and exposure to high‑value, cross‑border client work.

Key Responsibilities

• Manage a diverse portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10‑year and exit charge calculations.
• Advising trustees and beneficiaries on distributions and UK reporting obligations.
• Ensure full compliance with HMRC Trust Registration Service requirements.
• Draft and review detailed advisory reports on UK and offshore trust structures.
• Deliver strategic tax planning advice and identify additional opportunities within the client base.
• Supervise, mentor, and support the development of junior team members.
• Contribute to business development initiatives, proposals, and networking activities.

About You

• CTA qualified (STEP qualification advantageous).
• Strong technical knowledge of UK trust tax legislation.
• Proven experience managing UK and offshore trust clients.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.
• Strong Excel skills (experience with CCH and Digita desirable).