Trusts & Estates Manager: Lead HNW Client Relationships

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

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.