Trust Manager - London

£60,000 - £70,000
06 Oct 2021
06 Nov 2021
Contract Type

Our client is a respected mid-sized London accountancy firm, that has built a strong and independently recognised Private Client practice. They advise an impressive HNW client base and have particular expertise in advising on trusts (on and offshore), estates, family office and probate work.

Their Trusts team is growing and is keen to appoint an experienced Trust Manager.

The role will involve overseeing a high quality portfolio of on and offshore trusts, their accounts, taxation, planning and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role. 

Scope also exists to work closely with the partners on ad hoc trust advisory projects.

The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration. Experience of probate and estate administration would be helpful but is not essential. 

Genuine opportunities exist to progress to Senior Manager grade and beyond.

The firm is modern and forward-thinking in its outlook. It is embracing hybrid working and offers flexible hours where required. Ref 662

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