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Trusts Manager
Job Posted: 12 days ago
Salary: £ 50,000 - 80,000 / Annum
Job Type: Permanent
Location: London
Expire in: 15 days
Job Description
My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. The Trusts sub-team is expanding and is seeking a Manager to support the management and growth of a diverse portfolio of UK and offshore trusts, advising high-net-worth individuals, families, and trustees both in the UK and internationally.
This is an exciting opportunity to join a successful team on a strong growth trajectory, offering a clear path to progression and involvement in high-value, international client work.
Key Responsibilities:
• Manage a portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.
• Advise trustees and beneficiaries on distributions and UK reporting requirements.
• Ensure compliance with HMRC Trust Registration Service rules.
• Draft and review advisory reports on UK and offshore trust structures.
• Provide strategic tax planning advice and identify new opportunities with existing clients.
• Supervise, coach, and develop junior staff.
• Contribute to business development, proposals, and networking activities.
What You'll Need:
• CTA qualification (STEP beneficial).
• Strong knowledge of UK trust tax legislation.
• Experience managing UK and offshore trust clients.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.
• Proficient in Excel (experience with CCH and Digita desirable).
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
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