Senior Trusts Manager — Client Relationships & Compliance

Taxation; Greater London; On-site; GBP 62,000 - GBP 72,000; Full time

Job summary

A high-profile accountancy firm in the United Kingdom is seeking a Trust Manager to oversee a portfolio of high-net-worth trusts and estates. This role involves managing client relationships, ensuring annual compliance, and advising on trust planning projects. The ideal candidate will have strong technical knowledge of trusts, excellent communication skills, and ideally a CTA or STEP qualification. The position offers progression to Senior Manager and a competitive salary range of c.£62k-£72k plus benefits.

Qualifications

• Strong technical knowledge of trusts, estates, and associated taxation.
• Excellent communication skills to manage client relationships.
• Experience in reviewing trust accounts and ensuring compliance.

Responsibilities

• Oversee a portfolio of HNW trusts and estates as the primary point of contact.
• Manage annual compliance and client relationships effectively.
• Advise on ad hoc trust planning projects.

Skills

Excellent communication skills

Strong technical knowledge of trusts and estates

Client relationship management

Education

CTA or STEP qualification

Job description

A high-profile accountancy firm in the United Kingdom is seeking a Trust Manager to oversee a portfolio of high-net-worth trusts and estates. This role involves managing client relationships, ensuring annual compliance, and advising on trust planning projects. The ideal candidate will have strong technical knowledge of trusts, excellent communication skills, and ideally a CTA or STEP qualification. The position offers progression to Senior Manager and a competitive salary range of c.£62k-£72k plus benefits.