Trusts Manager — Private Client Growth & Relationships

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

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.