Trusts Manager: International HNW Clients

Clear IT Recruitment Ltd; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

An established private client services firm in London seeks a Manager to lead a portfolio of UK and offshore trusts, advising high-net-worth individuals and trustees. You will review accounts and tax compliance, draft advisory reports, and contribute to business development while mentoring junior staff.

The role offers progression within a growing team handling international client work and complex trust structures.

Qualifications

• 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).
• CTA qualification (STEP beneficial).

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.

Skills

Communication skills

Attention to detail

Organisation

Trust tax knowledge

Experience with UK/offshore trusts

Education

CTA qualification

STEP beneficial

Tools

Excel

CCH

Digita

Job description

An established private client services firm in London seeks a Manager to lead a portfolio of UK and offshore trusts, advising high-net-worth individuals and trustees. You will review accounts and tax compliance, draft advisory reports, and contribute to business development while mentoring junior staff.

The role offers progression within a growing team handling international client work and complex trust structures.