Trust Manager London

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

Job summary

A leading consulting firm in London is looking for a Trust Manager to manage a portfolio of high-net-worth trust clients. You'll be responsible for trust administration, overseeing accounts and tax return preparations, and supporting senior management in advisory projects. The ideal candidate has strong relevant experience in trusts and excellent organizational skills. This role offers the opportunity to build meaningful relationships with trustees and beneficiaries.

Qualifications

• Strong relevant experience in managing trust clients.
• Ability to organize and deliver work effectively.
• Experience in private client tax is a plus.

Responsibilities

• Manage a portfolio of trust clients including administration and advisory services.
• Review accounts and tax returns prepared by the team.
• Oversee trust administration processes and support senior management.

Skills

Portfolio management

Advisory skills

Problem-solving

Initiative

Job description

Trust Manager – London

Clark Wood are currently working with a Top 30 firm who are looking for a Trusts Manager in their London office.

Role Overview

As a Trusts Manager your role will include:

• Managing a portfolio of trust clients for the wealthiest of private clients, including trust administration, accounts and tax return preparation through to complex advisory and inheritance tax matters.
• Reviewing accounts and tax returns prepared by the team.
• Overseeing the trust administration and preparation processes.
• Assisting senior managers/partners with various advisory work and projects.
• Supporting the senior manager with the management of the team and processes.

Opportunity

The opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries.

Requirements

Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving and the ability to use your own initiative is essential.

Should you be working in Private Client Tax at the moment and keen on a new Trusts opportunity then please do not hesitate to apply below!

Contact

For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood – [e-mail] – Mobile: [phone]

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