At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while advising clients on tax planning.
- Company: Join a respected Private Client Tax team in a collaborative and forward-thinking firm.
- Benefits: Enjoy hybrid working, competitive salary, and strong professional development opportunities.
- Other info: Leadership opportunities and a supportive team culture await you.
- Why this job: Make a real impact in a client-facing role with exposure to complex trusts and estates work.
- Qualifications: Experience in trusts and estates, with strong communication and relationship management skills.
The predicted salary is between 60000 - 75000 £ per year.
We are recruiting a Trust Manager to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced trusts professional to take ownership of a specialist portfolio while playing a key role within a collaborative and forward-thinking firm.
The role offers a strong combination of trust administration, advisory work, client relationship management, and team leadership exposure, making it ideal for someone looking to further develop their expertise within a high-quality private client environment.
The Role
As a Trust Manager, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will oversee the delivery of trust and estate compliance and advisory work, ensuring all matters are completed accurately, efficiently, and within deadlines. The role will involve advising on Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning, while supporting clients across a broad range of private wealth issues. You will also oversee trust accounts and trust and estate tax returns, ensuring compliance obligations are managed effectively while maintaining high standards of client service.
Alongside managing client relationships, you will support senior team members on complex advisory matters while helping develop and strengthen the wider trusts and estates offering within the firm. You will take responsibility for managing WIP, billing, and portfolio profitability, while also identifying opportunities to provide additional value‑added services to clients. The position will also involve reviewing the work of junior team members, providing mentoring, coaching, and technical guidance to support their development and progression. In addition, you will contribute to process improvements and operational efficiencies across the team to support continued growth and service excellence.
This is an excellent opportunity for an ambitious trusts professional seeking a visible and client‑facing role within a growing private client team.
About You
You will have strong experience gained within a UK accountancy practice, legal practice, or private client environment, with a specialist focus on trusts and estates work. CTA and/or STEP qualification, or equivalent experience, is highly desirable. You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and related private client matters. Experience managing HMRC enquiries and dealing with complex trust and estate matters would be advantageous. You will be a confident communicator with strong relationship management and technical skills, capable of building trusted relationships with clients and advisers alike. Previous experience reviewing work and supporting junior team members is desirable, alongside a proactive, commercial, and client-focused approach.
What's on Offer
- Hybrid and flexible working
- Exposure to complex trusts and estates work
- Strong focus on professional development and progression
- Supportive and collaborative team culture
- Leadership and mentoring opportunities
- Client-facing advisory exposure
- Competitive salary and benefits package
Location
London. Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas.
Trust Manager - London employer: Oscar Wood
Join a dynamic and esteemed Private Client Tax team in London, where you will thrive in a hybrid working environment that promotes flexibility and work-life balance. As a Trust Manager, you will benefit from a strong focus on professional development, with ample opportunities for leadership and mentoring within a supportive and collaborative culture. This role not only offers exposure to complex trusts and estates work but also allows you to build meaningful client relationships while contributing to the growth and excellence of the firm.
