Trusts & Estates Manager

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

Job summary

A leading accountancy firm in Greater London seeks a Trust Manager to oversee a portfolio of high net worth trusts and estates. You'll be the primary point of contact for clients, managing compliance and client relationships. Strong communication skills and a technical background in trusts and estates are essential. The position offers salary in the range of £62,000 to £72,000 plus benefits, with genuine opportunities for progression to Senior Manager.

Qualifications

• Experience managing portfolios of HNW trusts and estates.
• Capability to oversee compliance and client relationships.
• Familiarity with trust accounts and returns.

Responsibilities

• Oversee a portfolio of HNW trusts and estates.
• Manage compliance and key client relationships.
• Collaborate on trust planning projects.

Skills

Excellent communication skills

Strong technical knowledge of trusts

Knowledge of estates and associated taxation

Education

CTA or STEP qualification

Job description

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.

You’ll oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you’ll review trust accounts and returns, oversee annual compliance and manage all key client relationships.

You’ll also work closely with partners on identifying and advising on ad hoc trust planning projects.

As a primary client (and third-party) relationship manager, you’ll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.

To find out more please email [e-mail] quoting Ref 710

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