Trusts Manager

Clear IT Recruitment; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency seeks a Manager for their expanding Trusts team. This role involves managing a portfolio of UK and offshore trust clients, providing strategic tax planning advice, and ensuring compliance with HMRC requirements. Ideal candidates will have a CTA qualification, strong knowledge of UK trust tax legislation, and experience in managing trust clients. This is a significant opportunity for progression within a dynamic firm.

Qualifications

• Experience managing UK and offshore trust clients.
• Strong knowledge of UK trust tax legislation.
• Excellent written and verbal communication skills.

Responsibilities

• Manage a portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
• Advise trustees and beneficiaries on distributions and UK reporting requirements.

Skills

Strong knowledge of UK trust tax legislation

Excellent written and verbal communication skills

Highly organised with strong attention to detail

Education

CTA qualification

STEP qualification (beneficial)

Tools

Excel

CCH

Digita

Job description

Overview

My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. The Trusts sub-team is expanding and is seeking a Manager to support the management and growth of a diverse portfolio of UK and offshore trusts, advising high-net-worth individuals, families, and trustees both in the UK and internationally.

This is an exciting opportunity to join a successful team on a strong growth trajectory, offering a clear path to progression and involvement in high-value, international client work.

Responsibilities

• Manage a portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
• Advise trustees and beneficiaries on distributions and UK reporting requirements.
• Ensure compliance with HMRC Trust Registration Service rules.
• Draft and review advisory reports on UK and offshore trust structures.
• Provide strategic tax planning advice and identify new opportunities with existing clients.
• Supervise, coach, and develop junior staff.
• Contribute to business development, proposals, and networking activities.

What You\'ll Need

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

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful