Trust Manager – Hybrid, Central London

Overview

In this Trust Manager role, you will oversee a portfolio of UK resident trusts within a private client and trusts team of a London firm. You will handle trust accounting, tax compliance and administration while supporting senior colleagues on advisory projects. The role involves IHT planning, succession planning and wealth preservation work for HNWIs and family structures. You will collaborate with clients, advisers and HMRC, and mentor junior staff to maintain high-quality service and deadlines.

Pay / Benefits

• Hybrid working
• Generous holiday allowance
• Pension scheme with employer contribution
• Life assurance cover
• Private medical insurance
• Structured career progression

Responsibilities

• Managing a portfolio of UK resident trust clients
• Preparing and reviewing trust accounts and trust tax returns
• Overseeing trust compliance and administration activities
• Assisting with inheritance tax (IHT) planning and succession planning projects
• Supporting trust restructuring and wealth preservation assignments
• Preparing technical reports and client recommendations
• Attending client meetings and supporting business development initiatives
• Liaising with clients, solicitors, financial advisers and HMRC
• Reviewing work prepared by junior staff members
• Mentoring, training and developing junior colleagues
• Ensuring all client and statutory deadlines are met

Key requirements

• ACCA, ACA, CTA or STEP qualified
• At least 3–5 years’ experience within a Trusts, Private Client Tax or Estate Planning team
• Strong experience preparing and reviewing trust accounts
• Experience completing trust tax returns and managing trust compliance work
• Good understanding of UK trust taxation and private client tax matters
• Experience with high net worth individuals, family offices, landed estates or complex wealth structures is advantageous
• Strong client relationship and communication skills
• Ability to manage multiple priorities and deadlines effectively
• Experience supervising or reviewing junior team members’ work is desirable

• Strong client relationship and communication skills
• Ability to manage multiple priorities and deadlines efficiently
• Mentoring and team development
• Knowledge of CCH Trust Accounts
• Knowledge of CCH Personal Tax
• Strong Microsoft Excel and Microsoft Word skills

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