Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates for high-net-worth clients.
- Company: Join a well-established private client team in the heart of London.
- Benefits: Enjoy a supportive environment with opportunities for leadership and professional growth.
- Why this job: Lead impactful trust matters while developing your skills in a dynamic setting.
- Qualifications: Must be CTA, STEP, or ACCA/ACA qualified with experience in trust taxation.
- Other info: No visa sponsorship available; refer a friend for a bonus!
The predicted salary is between 43200 - 72000 £ per year.
A well-established private client team in London is seeking a Trusts Manager or Senior Manager to take ownership of a diverse and prestigious portfolio. This is an excellent opportunity for a motivated individual to lead trust and estate matters in a supportive, technically strong environment.
Key Responsibilities:
- Managing a portfolio of UK and offshore trusts, estates, and high-net-worth individuals
- Preparing and reviewing trust accounts and tax returns, including IHT, CGT, and income tax implications
- Advising on trust structures, succession planning, and compliance with evolving legislation
- Liaising with legal advisers, investment managers, and beneficiaries
- Leading client meetings and contributing to business development
Requirements:
- CTA, STEP, or ACCA/ACA qualified
- Significant experience working with trusts and high-net-worth individuals in a private client context
- Strong technical knowledge of trust taxation and estate planning
- Confident communicator with proven client relationship management experience
- Leadership experience or aspirations to manage a small team
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
Trust Manager employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
david@clark-wood.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Network with professionals in the trust and estate management field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest legislation and trends in trust taxation and estate planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Prepare to discuss your experience managing high-net-worth clients and leading teams. Be ready to share specific examples of how you've successfully navigated complex trust issues or improved client relationships.
✨Tip Number 4
Research StudySmarter's values and culture. Understanding our mission and how we operate will help you tailor your conversations and show that you're a great fit for our team.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, such as CTA, STEP, or ACCA/ACA, and emphasises your experience with trusts and high-net-worth individuals. Use specific examples to demonstrate your technical knowledge in trust taxation and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your leadership aspirations. Mention your experience managing portfolios and liaising with clients, and explain how you can contribute to the team’s success.
Highlight Relevant Experience: In your application, focus on your significant experience in a private client context. Discuss your familiarity with preparing and reviewing trust accounts and tax returns, and your ability to advise on compliance with legislation.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for a Trust Manager role.
How to prepare for a job interview at Clark Wood
✨Know Your Trusts Inside Out
Make sure you have a solid understanding of trust structures, taxation, and estate planning. Be prepared to discuss specific cases or scenarios where you've successfully managed trusts or advised clients on these matters.
✨Showcase Your Communication Skills
As a Trust Manager, you'll need to liaise with various stakeholders. Practice articulating complex information clearly and confidently. Consider preparing examples of how you've effectively communicated with clients or led meetings in the past.
✨Demonstrate Leadership Potential
Even if you're not currently in a leadership role, highlight your aspirations and any relevant experiences. Discuss situations where you've taken initiative or led a project, showcasing your ability to manage a team and drive results.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge of trust taxation and compliance. Brush up on recent changes in legislation and be ready to explain how they impact trust management. This will show your commitment to staying informed in your field.
