Trust Manager Opportunity at a Premier Firm

Salary £65,000 - £75,000 per annum. Benefits: Range of benefits. Location: Central London. Job type: Permanent. Discipline: Trust. Reference: 5333.

About the Role

As a Trust Manager, you will play a pivotal role in the effective management and delivery of private client services. Your responsibilities include overseeing trust and estate matters, providing personal tax advisory services, and ensuring the smooth operation of day to day client services. You will be client facing, engaging directly with trustees, executors, high net worth individuals, and professional advisors.

Key Responsibilities

• Support partners and directors in the efficient running of the team and in securing new business.
• Manage a client portfolio that includes trusts and estates with diverse income and gains.
• Drive the delivery of technical advisory work and handle one off advisory and compliance assignments.
• Act as a key contact for clients, addressing capital gains tax and inheritance tax issues, and overseeing the UK tax return filing process for various clients.

Why Join This Firm

This firm offers a supportive environment that embraces hybrid working and flexible hours, ensuring a healthy work life balance. You will have the opportunity to work with a first class team in a culture that values advancement and professional development. This is a business with a friendly and supportive culture.

Take the Next Step in Your Career

If you are ready to advance your career with a top tier firm, we invite you to apply for this exciting Trust Manager role. This is an exceptional opportunity to grow professionally while making a significant impact within a leading private client tax team.

Apply Today

Apply to join a firm where your expertise will be valued and your career growth supported.