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.
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).
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Trust Manager in City of London employer: Clear Legal & Financial Recruitment
Join a dynamic and supportive team in Belper, where your role as a Legal Secretary will be valued and rewarded. With a strong focus on employee wellbeing, we offer a health cash plan, generous annual leave, and opportunities for professional development, ensuring you thrive in a fast-paced environment. Our commitment to exceptional customer service and a collaborative work culture makes us an excellent employer for those seeking meaningful and fulfilling careers in the legal sector.
Contact Details:
Clear Legal & Financial Recruitment Recruitment Team
