Trust Manager - Hybrid, Central London
- Compensation
- Not disclosed
- Location
- London, United Kingdom
- Work setup
- Hybrid
- Seniority
- Not specified
- Employment
- Full time
- Experience
- 3+ years
- Category
- Not specified
- Posted
Skills
Must have
- 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.
- Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be 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.
Nice to have
- Knowledge of CCH Trust Accounts and CCH Personal Tax.
- Experience of inheritance tax planning and estate planning.
- Exposure to trusts advisory projects.
- Strong Microsoft Excel and Microsoft Word skills.
Full description
Trust Manager - Hybrid, Central LondonLondon | Hybrid Working | Competitive Salary + Benefits
TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Manager to join their established Private Client and Trusts Team.
This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration and private client advisory work.
Trust Manager - Hybrid, Central London
As a key member of the Trusts Team, you will manage a portfolio of UK resident trust clients, overseeing trust accounts, trust tax returns and trust administration matters, while supporting senior colleagues on complex advisory projects.
The position offers exposure to a broad range of trust and estate work, including inheritance tax planning, succession planning and trust restructuring assignments.
Key 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.
Requirements
Trust Manager - Hybrid, Central London
- 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.
- Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.