Trust and Family Office Manager

High-Value Client Work with Early Ownership

London

Take ownership of relationships with high-net-worth individuals, trustees and executors while broadening your experience across trusts, estates and private wealth advisory work.

You will join a specialist Trust and Family Office team within an established accountancy and advisory firm known for its private client expertise.

The client relationships are long term and often involve several connected personal, trust and estate matters. This creates the opportunity to understand the wider financial and family context behind the work rather than dealing with each issue in isolation.

As the primary contact for your portfolio, you will manage client relationships and oversee the annual compliance cycle for trusts and estates.

The advisory work covers capital gains tax, inheritance tax, domicile, residence and trust structures. You will also draft technical advice, identify planning opportunities and work closely with Senior Managers, Directors and Partners on more complex assignments.

Earlier client ownership and broader advisory exposure than is often available at this level are key reasons to consider the role.

There is also scope to contribute to business development and support the continued growth of the team. Technical training, mentoring and career coaching will help you develop towards Senior Manager and beyond.

The position would suit an experienced private client or trust tax professional who is comfortable managing compliance but wants greater client responsibility and a broader advisory remit.

Experience involving trusts, estates and high-net-worth individuals will be important.

Hybrid working, study support and a comprehensive benefits package are included.

This is a strong opportunity to become a rounded private wealth adviser within a team where trusts and family office work are genuine specialisms.