Trusts Manager - London

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

Job summary

Taxation is seeking a Trust Manager to oversee a portfolio of high-net-worth trusts and estates, acting as the clients' primary contact and coordinating with junior advisers.

You will review trust accounts and returns, oversee annual compliance, and manage key client relationships while working closely with partners on planning projects. The CTA or STEP qualification would be helpful; salary is likely around £63k-£73k plus benefits.

Qualifications

• Excellent communication skills with clients and teams.
• Strong technical knowledge of trusts, estates and taxation.
• CTA or STEP qualification would be helpful.

Responsibilities

• Oversee a portfolio of HNW trusts and estates as the primary client contact.
• Review trust accounts and returns and supervise annual compliance.
• Manage key client relationships while working with junior advisers.
• Collaborate with partners on annual compliance and ad hoc planning projects.

Skills

Trusts & estates knowledge

Client relationship management

Communication skills

Tax advisory knowledge

Education

CTA/STEP qualification

Job description

Oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.

You'll work closely with partners on annual compliance, client relationship management and advising on ad hoc trust planning projects.

As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA or STEP qualification would be helpful.

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£63k-£73k + bens.