Salary: £60,000 – £70,000 per annum. Benefits: Attractive salary package and prospects. Location: London. Job type: Permanent. Discipline: Trust. Reference: 834.
Looking for a trust manager position in London? Then this highly-varied position in a respected firm might be for you.
Responsibilities
- Manage and lead a team of trust specialists, including recruitment, performance reviews, and ongoing training.
- Oversee the daily accounting, tax, and administration of a portfolio of trust clients.
- Maintain positive client relationships through phone calls, meetings, and suggestions of additional tax services.
- Handle trust administration tasks: monitor investment performance, resolve day‑to‑day issues, and ensure timely delivery.
- Review trust tax returns, capital gains tax positions, IHT liabilities, and preparation of tax computations.
- Work with HMRC, prepare required forms, and provide ongoing tax advice to trust and estate clients.
- Analyse offshore trust accounts and prepare financial advice for clients.
- Procure payments from debtors of trusts and manage fee structures.
Qualifications & Experience
- Previous experience managing a team in a trust or senior management role.
- Close familiarity with trust, estate, and charity tax and accounting.
- Strong understanding of personal taxation and the ability to manage personal tax affairs for trust clients.
- Experience in recruiting, reviewing staff performance, and providing training.
- Excellent communication skills with a friendly and professional demeanor.
- Ability to allocate work and meet deadlines within a UK tax framework.
Apply to learn more about this role.
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