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- Tasks: Manage a diverse portfolio of UK and offshore trusts while advising high-net-worth clients.
- Company: Join a dynamic Top 30 professional services firm with a growing Private Client team.
- Benefits: Enjoy a clear path to progression and involvement in high-value international client work.
- Why this job: Be part of a successful team on a strong growth trajectory, making a real impact.
- Qualifications: CTA qualification required; STEP beneficial, with strong knowledge of UK trust tax legislation.
- Other info: Opportunity to supervise and develop junior staff while contributing to business development.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. The Trusts sub-team is expanding and is seeking a Manager to support the management and growth of a diverse portfolio of UK and offshore trusts, advising high-net-worth individuals, families, and trustees both in the UK and internationally.
This is an exciting opportunity to join a successful team on a strong growth trajectory, offering a clear path to progression and involvement in high-value, international client work.
Key Responsibilities:
• Manage a portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
• Advise trustees and beneficiaries on distributions and UK reporting requirements.
• Ensure compliance with HMRC Trust Registration Service rules.
• Draft and review advisory reports on UK and offshore trust structures.
• Provide strategic tax planning advice and identify new opportunities with existing clients.
• Supervise, coach, and develop junior staff.
• Contribute to business development, proposals, and networking activities.
What You'll Need:
• CTA qualification (STEP beneficial).
• Strong knowledge of UK trust tax legislation.
• Experience managing UK and offshore trust clients.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.
• Proficient in Excel (experience with CCH and Digita desirable).
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Trusts Manager employer: Clear IT Recruitment Limited
Contact Detail:
Clear IT Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager
✨Tip Number 1
Network with professionals in the trusts and estates sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Stay updated on the latest UK trust tax legislation and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and readiness to tackle the challenges of the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed trust portfolios in the past. Highlight your experience with both UK and offshore clients, as well as any strategic tax planning advice you've provided.
✨Tip Number 4
Showcase your leadership skills by discussing any experience you have in coaching or developing junior staff. This is a key responsibility of the Trusts Manager role, and demonstrating your ability to lead will set you apart from other candidates.
We think you need these skills to ace Trusts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing UK and offshore trust clients. Emphasise your CTA qualification and any specific achievements related to trust tax legislation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with high-net-worth individuals and your ability to provide strategic tax planning advice.
Highlight Communication Skills: Since excellent written and verbal communication skills are crucial for this role, include examples in your application that demonstrate your ability to communicate complex information clearly and effectively.
Showcase Leadership Experience: If you have experience supervising or coaching junior staff, make sure to include this in your application. Highlight how you have contributed to team development and business growth in previous roles.
How to prepare for a job interview at Clear IT Recruitment Limited
✨Showcase Your Expertise in Trusts
Make sure to highlight your knowledge of UK trust tax legislation and any relevant qualifications, such as your CTA or STEP. Be prepared to discuss specific cases where you've successfully managed UK and offshore trust clients.
✨Demonstrate Strong Communication Skills
Since the role involves advising high-net-worth individuals and families, it's crucial to exhibit excellent verbal and written communication skills. Practice explaining complex trust concepts in a clear and concise manner.
✨Prepare for Technical Questions
Expect questions related to trust accounts, tax returns, and compliance with HMRC regulations. Brush up on these topics and be ready to provide examples of how you've handled similar situations in the past.
✨Emphasise Your Leadership Abilities
As the role involves supervising and coaching junior staff, be prepared to discuss your leadership style and experiences. Share examples of how you've developed team members and contributed to their growth.
