TRUST MANAGER - LONDON

Our client is a rapidly growing Top 30 professional services firm with a thriving Private Client team, including a specialist and expanding Trusts function. As the Trusts sub team continues to grow, they are seeking a Trusts Manager to support the management and development of a varied portfolio of UK and offshore trusts. You will work closely with high net worth individuals, families, and trustees both in the UK and internationally.

This is an excellent opportunity to join a successful team on an ambitious growth journey, offering genuine scope for progression and exposure to high value, cross border client work.

• Manage a diverse portfolio of UK and offshore trust clients.
• Review trust accounts, tax returns, and IHT 10 year and exit charge calculations.
• Advising trustees and beneficiaries on distributions and UK reporting obligations.
• Ensure full compliance with HMRC Trust Registration Service requirements.
• Draft and review detailed advisory reports on UK and offshore trust structures.
• Deliver strategic tax planning advice and identify additional opportunities within the client base.
• Supervise, mentor, and support the development of junior team members.
• Contribute to business development initiatives, proposals, and networking activities.

• CTA qualified (STEP qualification advantageous).
• Strong technical knowledge of UK trust tax legislation.
• Proven experience managing UK and offshore trust clients.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.
• Strong Excel skills (experience with CCH and Digita desirable).