Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a portfolio of trust clients and oversee all associated work.
- Company: Join a Top 30 firm in London with a focus on trusts.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Why this job: Make a real impact by working with high-net-worth clients and complex trust matters.
- Qualifications: Experience in managing trust clients and strong problem-solving skills.
- Other info: Great opportunity for career growth in a dynamic and professional setting.
The predicted salary is between 43200 - 72000 £ per year.
Clark Wood are currently working with a Top 30 firm who are seeking an experienced Trusts Manager to join their London office.
As a Trusts Manager, you will be responsible for managing a portfolio of trust clients, acting for some of the firm's wealthiest private clients. The role covers the full spectrum of trust work, including trust administration, accounts and tax return preparation, as well as complex advisory and inheritance tax matters.
Key responsibilities will include:
- Managing a portfolio of trust clients and overseeing the delivery of all associated work
- Reviewing trust accounts and tax returns prepared by the team
- Overseeing trust administration and internal preparation processes
- Assisting senior managers and partners with advisory work and ad hoc projects
- Supporting the senior manager with team management and workflow processes
- Building and maintaining strong relationships with trustees, professional advisors and beneficiaries
The Candidate
The successful candidate will be committed to developing a career within trusts and will have strong, relevant experience in this area. You will have proven experience managing a portfolio of trust clients, organising the delivery of work, solving problems proactively and working with a high degree of initiative.
Candidates currently working in Private Client Tax who are keen to move into a specialist Trusts role are also encouraged to apply.
For further information, please contact Will Langdon at Clark Wood: will@clark-wood.co.uk 07920 557121
Trusts Manager in London employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and private client sector. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your experience with trust administration, accounts, and tax returns. This will help you stand out when chatting with hiring managers.
✨Tip Number 3
Practice your interview skills! Get comfortable discussing complex advisory and inheritance tax matters. Mock interviews with friends can help you articulate your thoughts clearly.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities for Trusts Managers. It’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Trusts Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Manager role. Highlight your experience with trust clients and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts and how your background makes you the perfect fit for this role. We love seeing genuine enthusiasm!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've solved problems or managed complex situations in trust administration. We’re looking for proactive thinkers who can handle challenges with ease.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust administration, accounts, and tax return preparation. Familiarise yourself with the complexities of inheritance tax matters, as these are likely to come up during the interview.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing a portfolio of trust clients. Highlight specific examples where you've successfully built relationships with trustees and professional advisors, as this will demonstrate your ability to handle the role effectively.
✨Demonstrate Problem-Solving Abilities
Think of instances where you've proactively solved problems in your previous roles. The interviewers will want to see that you can think on your feet and manage workflow processes efficiently, so have some examples ready.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to trust management and how they support their team. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
