Trusts Senior Manager

Sumer Group Holdings Limited; City of London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services firm in London is looking for a Trusts Senior Manager to oversee a busy Trusts team. You'll manage compliance, deliver tax advice, and support junior staff. The role offers hybrid working, with numerous benefits, including a comprehensive holiday scheme and various health insurances. Ideal candidates should have significant experience in trust management and be CTA qualified.

Benefits

25 days holiday + bank holidays

Hybrid working policy

Life Assurance 4x annual salary

Income protection

Health Cash Plan

Enhanced maternity and paternity packages

Discounted Gym Membership

Pension Scheme

Qualifications

• Experience in trust compliance and reporting.
• Proven leadership and mentoring abilities in a team setting.
• Strong background in trust accounting (advantageous).

Responsibilities

• Monitor IHT compliance for trusts.
• Prepare IHT returns and annual trust accounts.
• Train and mentor junior team members.
• Deliver technical trust support to colleagues.

Skills

Excellent attention to detail

Proactive attitude

Teamwork

Ability to work under pressure

Excellent communication skills

Excellent organisational skills

Education

CTA qualification

STEP qualification (advantageous)

Job description

Trusts Senior Manager

Department: Personal Tax

Employment Type: Permanent

Location: London

Description

The Trusts team is a busy department of the firm within a large Private Client team dealing with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns, and reporting inheritance tax events for over 500 trusts and estates.

We’re looking for a Senior Manager to oversee and run the Trusts team and work together with the Private Client Partners delivering complex tax advice. In this role, you will oversee the management and delivery of all trust compliance and reporting work, ensuring deadlines are met and high-quality standards are maintained.

This is a hands‑on leadership role offering the opportunity to make a significant impact within a busy and high-performing team, with the opportunity for progression within a large and award-winning Private Client team.

Key Responsibilities

• Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
• Preparation of IHT returns for trusts and lifetime transfers
• Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
• Reviewing work prepared by more junior team members
• Training, supervising and mentoring junior team members, including annual appraisals
• Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
• Delivering technical trust support and advice to colleagues and Partners
• Working with the Private Client Partners to identify ways to modernise and improve existing practices
• Represent the firm within the existing Sumer group for Trusts expertise

Skills, Knowledge & Expertise

The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous.

You should demonstrate the following qualities:

• Excellent attention to detail
• A proactive attitude
• The ability to work successfully in a team
• The ability to work under pressure where necessary
• Excellent communication skills
• Excellent organisational skills

The ideal candidate should possess strong experience in the areas shown above.

Job Benefits

• 25 days holiday on commencement + bank holidays (some of which are flexible)
• Buying and Selling Holiday Scheme
• Hybrid working policy – at least 2 days in the office a week, with a core hours system in place
• Life Assurance 4x annual salary
• Income protection
• PHI (Permanent Health Insurance)
• Health Cash Plan
• Enhanced maternity and paternity packages
• Season Ticket Loan (after qualifying period)
• Discounted Gym Membership
• Discounted Tastecard
• Perkbox Membership
• Pension Scheme
• Cycle voucher scheme

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.