At a Glance
- Tasks: Manage trusts and estates, liaising with clients and professionals on complex matters.
- Company: Join a leading Private Wealth team in a respected law firm.
- 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 with high-net-worth clients and tackle interesting trust and tax 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 Warrington employer: Office Collective
Join a prestigious law firm in Manchester as a Trust Manager, where you will be part of a market-leading Private Wealth team renowned for its expertise in managing complex trusts and estates. Enjoy the benefits of hybrid working, a supportive and collaborative culture, and ample opportunities for professional growth while working closely with high-net-worth clients and industry specialists.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager – law firm in Warrington
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to former colleagues or mentors. You never know who might have a lead on that perfect Trust Manager role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, 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. This will show them you're the real deal!
✨Ace the Informal Chat
Many firms love to have informal chats before the formal interview. Treat this as your chance to shine! Prepare some thoughtful questions about their team and culture, and be ready to discuss your passion for trust management. It’s all about making a great first impression!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. Plus, we’re always on the lookout for talented individuals like you to join our growing team!
We think you need these skills to ace Trust Manager – law firm in Warrington
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 trust administration and taxation experience, and don’t forget to mention any relevant qualifications like STEP.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about trust management and how your background makes you a perfect fit for our Private Wealth team. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills:Since this role involves building trusted relationships with high-net-worth clients, make sure to include examples of how you've successfully managed client relationships in the past. We love seeing how you connect with clients!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 challenges you faced and how you overcame them. This will show your depth of experience and understanding of the complexities involved.
✨Showcase Your Client Relationship Skills
Since this role involves liaising with high-net-worth clients and various professionals, think of examples where you've successfully built and maintained client relationships. Highlight your communication skills and how you handle sensitive situations, as this is crucial in a Private Wealth team.
✨Prepare for Technical Questions
Expect questions about Inheritance Tax, Capital Gains Tax, and Income Tax matters. Brush up on the latest regulations and be ready to explain how these impact trust management. Demonstrating your technical knowledge will set you apart from other candidates.
✨Emphasise Your Teamwork and Collaboration
This role is part of a growing team, so be ready to discuss your experience working collaboratively with others. Share examples of how you've contributed to team success and supported colleagues in achieving common goals, as this aligns with the supportive culture they value.
