At a Glance
- Tasks: Manage trusts and estates, liaising with clients and professionals on complex matters.
- Company: Join a leading Private Wealth team with a stellar reputation.
- Benefits: Enjoy hybrid working, flexibility, and long-term career progression.
- Other info: Collaborative culture with opportunities for personal and professional growth.
- Why this job: Work directly with high-net-worth clients and tackle interesting challenges.
- Qualifications: Experience in trust administration and taxation; STEP qualification is a plus.
The predicted salary is between 50000 - 60000 £ per year.
Are you currently managing trusts and estates but feel you've reached a ceiling in your current role? Perhaps you're working in a law firm, accountancy practice, trust corporation, family office, wealth management business or private client team and are looking for more complex work, greater responsibility, or a clearer path for progression.
An opportunity has arisen to join one of the UK's most respected Private Wealth teams, working alongside recognised specialists who advise high-net-worth individuals, business owners, landed families, entrepreneurs and trustees on complex trust, tax and succession planning matters. This is a key appointment within a growing team and offers the chance to manage your own portfolio of trusts and estates while working closely with Partners and senior advisers on a wide range of technical and client-facing matters.
Why consider this role?
- Join a market-leading Private Wealth team with an outstanding reputation
- Manage a varied and interesting portfolio of trusts and estates
- Work directly with high-net-worth clients, trustees and professional advisers
- Exposure to complex trust structures, succession planning and wealth preservation work
- Hybrid working and genuine flexibility
- Supportive and collaborative culture
- Long-term progression opportunities within a growing team
The role will involve:
- Managing a portfolio of trusts and estates from both an administrative and tax perspective
- Reviewing trust accounts and trust tax returns
- Calculating and advising on Inheritance Tax, Capital Gains Tax and Income Tax matters
- Managing trustee meetings and ongoing trust administration
- Liaising with clients, beneficiaries, solicitors, accountants, investment managers and HMRC
- Reviewing trust documentation and identifying planning opportunities
- Supporting wider succession planning and estate planning matters
- Building and maintaining trusted client relationships
About you:
You may currently be working as a:
- Trust Manager
- Senior Trust Administrator
- Trust & Tax Manager
- Trust Officer
- Senior Trust Officer
- Private Client Manager
- Estate Administration Manager
- Fiduciary Manager
- Private Client Tax Manager
- Trust & Estate Manager
You'll have strong experience of trust administration and trust taxation, including trust accounts, trust tax returns, and knowledge of IHT, CGT and Income Tax. STEP qualification would be advantageous, but practical trust experience is equally important and applications are welcomed from candidates who are qualified by experience.
This is an excellent opportunity for someone who enjoys the technical side of trust work but also wants to build long-term client relationships and play an important role within a highly respected Private Wealth practice.
Trust Manager – law firm in Bath employer: Office Collective
Join a prestigious law firm renowned for its Private Wealth team, where you will manage a diverse portfolio of trusts and estates while enjoying the flexibility of hybrid working. With a supportive and collaborative culture, this role offers significant opportunities for professional growth and the chance to work closely with high-net-worth clients on complex trust and tax matters. Experience a fulfilling career in a dynamic environment that values your expertise and fosters long-term relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – law firm in Bath
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your experience with trust administration and taxation. Share specific examples of how you've managed complex portfolios or navigated tricky tax situations. We want to see your expertise shine!
✨Ask Thoughtful Questions
During interviews or meetings, come prepared with insightful questions about the firm’s approach to trust management and client relationships. This shows you’re genuinely interested and helps us see how you’d fit into our team culture.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Trust Manager – law firm in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Trust Manager role. Highlight your experience with trust administration, tax matters, and client relationships to show us you're the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about trust management and how your background aligns with our needs. Be genuine and let your personality come through.
Showcase Relevant Experience:When detailing your work history, focus on roles where you've managed trusts or estates. Include specific examples of complex cases you've handled, as this will demonstrate your capability to manage a varied portfolio.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Office Collective
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust administration and taxation. Be prepared to discuss specific cases you've managed, including any complex trust structures or tax matters you've navigated. This will show your expertise and confidence in handling the responsibilities of the role.
✨Showcase Your Client Relationship Skills
Since this role involves liaising with high-net-worth clients and various professionals, think of examples where you've built and maintained strong client relationships. Highlight your communication skills and how you've successfully managed client expectations in the past.
✨Prepare for Technical Questions
Expect questions about Inheritance Tax, Capital Gains Tax, and Income Tax. Brush up on the latest regulations and be ready to explain how you've applied this knowledge in your previous roles. This will demonstrate your readiness to tackle the technical aspects of the job.
✨Emphasise Your Teamwork and Collaboration
This position is within a supportive and collaborative culture, so be sure to share experiences where you've worked effectively in a team. Discuss how you've collaborated with partners and senior advisers to achieve successful outcomes, showcasing your ability to fit into their team dynamic.
