Trust Manager - Private Client Tax (Trusts and Estates)
Trust Manager - Private Client Tax (Trusts and Estates)Salary: £75,000 + Excellent BenefitsLocation: London / Hybrid WorkingAn exciting opportunity has arisen for an experienced Trust Manager to join a growing and highly regarded Private Client Tax team. This role offers the chance to work with a diverse portfolio of trusts, estates, high-net-worth individuals, and their advisers, while playing a key role in the continued development of the department.The successful candidate will take ownership of a substantial trusts and estates portfolio, deliver high-quality advisory services, and build strong relationships with clients, trustees, executors, and professional intermediaries. You will also contribute to team development through mentoring, technical training, and process improvement initiatives.Key ResponsibilitiesManage a portfolio of private clients, with a significant focus on trusts and estates.Provide expert advice on a broad range of trust, estate, capital gains tax, and inheritance tax matters.Lead the delivery of complex tax advisory projects and prepare high-quality technical reports.Act as a trusted adviser and primary point of contact for clients, trustees, executors, and professional advisers.Oversee UK tax compliance processes, including the preparation and review of trust, estate, and personal tax returns.Support Partners and Directors in managing client relationships and identifying new business opportunities.Handle ad hoc advisory and compliance assignments ..... full job details .....
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