At a Glance
- Tasks: Manage a diverse portfolio of UK and international trusts, ensuring compliance and supporting advisory projects.
- Company: Highly regarded professional services firm with a collaborative culture.
- Benefits: Exposure to complex international structures and excellent career development opportunities.
- Other info: Supportive environment with opportunities for mentoring and professional growth.
- Why this job: Join a specialist team and make a real impact in trust management.
- Qualifications: CTA qualified with strong knowledge of UK trust and estate taxation.
The predicted salary is between 49500 - 60500 £ per year.
A highly regarded professional services firm is seeking an experienced Trust Manager to join its established Private Client team in London. This opportunity sits within a specialist trusts team and has arisen due to the departure of a longstanding team member. The successful individual will take responsibility for a significant trust portfolio, largely centred around a substantial multi-generational family client with complex international structures and investments. The role is predominantly compliance focused (approximately 95%) but also offers exposure to advisory projects and the opportunity to become involved in probate work, depending on individual interests and experience.
The Role
- You will manage a varied portfolio of UK and international trusts and estates, working closely with trustees, beneficiaries, investment managers and professional advisers.
- The portfolio includes exposure to:
- Offshore trusts
- US trusts
- Australian trusts
- UAE foundations
- UK and non-UK resident trusts and estates
Working alongside senior members of the team, you will ensure the delivery of a high-quality service while supporting and developing junior colleagues.
Key Responsibilities
- Managing a portfolio of trust and estate clients
- Reviewing trust and estate accounts and tax returns prepared by junior team members
- Reviewing inheritance tax calculations, including ten-year anniversary and exit charges
- Corresponding with trustees, beneficiaries and personal representatives regarding distributions and tax reporting requirements
- Ensuring compliance with HMRC Trust Registration Service requirements
- Liaising with investment managers, trustees, legal advisers and HMRC
- Assisting with advisory projects relating to trusts, estates and succession planning
- Supporting Partners and Directors with technical work and report drafting
- Mentoring junior members of the team
- Assisting with client relationship management and wider business development activities
About You
Applications are welcomed from candidates currently working within accountancy firms, private client teams or law firms. You will ideally possess:
- CTA qualification (essential)
- Strong technical knowledge of UK trust and estate taxation
- Experience managing trust and estate compliance matters
- Excellent communication and client relationship skills
- Strong organisational and project management abilities
Desirable experience includes:
- STEP qualification
- Probate experience or qualification
- Exposure to international and offshore trust structures
- Experience using CCH Trust Accounts and Digita software
What’s on Offer
- Exposure to complex international trust structures
- A high-quality portfolio with significant international elements
- Opportunity to expand advisory and probate experience
- A collaborative and supportive team environment
- Excellent long-term career development prospects within a respected private client practice
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. Please note that your personal information will be treated in accordance with our Privacy Policy.
Trusts Manager- CTA Qualified employer: Brewer Morris
Join a dynamic and growing accountancy firm in London that expertly blends the sophistication of a top-tier client base with the personalised culture of a mid-sized practice. With a strong commitment to employee development, this firm offers a supportive work environment where you can thrive, alongside competitive benefits such as hybrid working, bonus potential, and private healthcare. Here, you'll have the opportunity to work with high-net-worth clients while advancing your career in a collaborative team that values internal progression and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Manager- CTA Qualified
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Brewer Morris. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trusts Manager- CTA Qualified
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Brewer Morris.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Brewer Morris's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Brewer Morris
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brewer Morris.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Brewer Morris employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
