Trusts & Estates Manager — Client-Facing Leader

Taxation; Greater London; Hybrid; GBP 63,000 - 73,000; Full time

Benefits offered by this job

Benefits package

Job summary

Taxation in London is seeking a Trust Manager to oversee a portfolio of high‑net‑worth trusts and estates, acting as the primary contact for clients and handling key relationships.

You will work with junior advisers, review accounts and returns, and supervise annual compliance while advising on ad hoc trust planning.

The role offers progression toward Senior Manager with a salary around £63k‑£73k plus benefits, with potential for a robust benefits package.

Qualifications

• Oversee portfolio of HNW trusts and estates.
• Review trust accounts and returns and manage compliance.
• Develop and maintain strong client relationships with key contacts.

Responsibilities

• As a primary client and third‑party relationship manager, communicate clearly with clients and partners.
• Collaborate with junior advisers and partners on planning and ad hoc projects.
• Ensure timely management of annual compliance for trusts and estates.
• Support progression into Senior Manager grade with ongoing development.

Skills

Trusts & Estates Knowledge

Client Relationship Management

Annual Compliance oversight

Communication Skills

CTA/STEP qualification helpful

Job description

Taxation in London is seeking a Trust Manager to oversee a portfolio of high‑net‑worth trusts and estates, acting as the primary contact for clients and handling key relationships.

You will work with junior advisers, review accounts and returns, and supervise annual compliance while advising on ad hoc trust planning.

The role offers progression toward Senior Manager with a salary around £63k‑£73k plus benefits, with potential for a robust benefits package.