Senior UK Trust Manager — Lead Client Trusts & Growth

Apex Group; Greater London; On-site; GBP 100,000 - GBP 125,000; Full time

Job summary

A leading financial services firm in London seeks a Trust Tax Manager - Vice President. This role involves managing a diverse portfolio of UK trusts, supervising junior staff, and ensuring compliance with legal requirements. Candidates must hold CTA, ACCA, or STEP qualifications and demonstrate strong client relationship skills along with the ability to work under pressure. The position offers a full-time schedule and significant responsibilities in trust management.

Qualifications

• Must be CTA, ACCA or STEP qualified or equivalent.
• Need to manage a portfolio of UK trusts per applicable legislation.
• Require strong self-motivation and ability to work independently.

Responsibilities

• Manage a varied portfolio of UK trusts.
• Supervise junior staff and ensure task completion.
• Handle client relationship management for a portfolio.

Skills

Client relationship management

Technical expertise in trust management

Self-motivation

Ability to work under pressure

Education

CTA, ACCA, or STEP qualification

Job description

A leading financial services firm in London seeks a Trust Tax Manager - Vice President. This role involves managing a diverse portfolio of UK trusts, supervising junior staff, and ensuring compliance with legal requirements. Candidates must hold CTA, ACCA, or STEP qualifications and demonstrate strong client relationship skills along with the ability to work under pressure. The position offers a full-time schedule and significant responsibilities in trust management.