Trust Manager in London

Trust Manager in London

London Full-Time No working from home possible
Clear Legal & Financial Recruitment

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

Trust Manager in London employer: Clear Legal & Financial Recruitment

Clear Legal & Financial Recruitment is an excellent employer for Junior Family Solicitors, offering a supportive team environment in the vibrant city of Liverpool. With 25 days of holiday and ample professional development opportunities, employees are encouraged to grow their careers in Family law while enjoying a healthy work-life balance. The firm's commitment to excellent client care and varied caseloads ensures that every day brings meaningful and rewarding challenges.

Clear Legal & Financial Recruitment

Contact Details:

Clear Legal & Financial Recruitment Recruitment Team