Trust Manager – London

Trust Manager – London

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

Overview

As a Trusts Manager your role will include:

Responsibilities

• Managing a portfolio of trust clients for the wealthiest private clients, including all aspects of trusts from administration and account management to tax return preparation.
• 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.
• Building meaningful relationships with trustees, their advisors, and the beneficiaries.

Qualifications

• Committed to a career in trusts with strong relevant experience.
• Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving, and using your own initiative.

How to Apply

If you are currently working in Private Client Tax and keen on a new Trusts opportunity, please do not hesitate to apply below.

For further information on this role or a discreet initial conversation, please contact Rich Clark at Clark Wood – richard@clark-wood.co.uk – Mobile: +44 (0) 7796 543596.

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