Trust Manager

My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. The Trusts sub-team is expanding and is seeking a Manager to support the management and growth of a diverse portfolio of UK and offshore trusts, advising high-net-worth individuals, families, and trustees both in the UK and internationally.

This is an exciting opportunity to join a successful team on a strong growth trajectory, offering a clear path to progression and involvement in high-value, international client work.

Key Responsibilities:

• Manage a portfolio of UK and offshore trust clients.

• Review trust accounts, tax returns, and IHT 10-year/exit charge calculations.

• Advise trustees and beneficiaries on distributions and UK reporting requirements.

• Ensure compliance with HMRC Trust Registration Service rules.

• Draft and review advisory reports on UK and offshore trust structures.

• Provide strategic tax planning advice and identify new opportunities with existing clients.

• Supervise, coach, and develop junior staff.

• Contribute to business development, proposals, and networking activities.

What You'll Need:

• CTA qualification (STEP beneficial).

• Strong knowledge of UK trust tax legislation.

• Experience managing UK and offshore trust clients.

• Excellent written and verbal communication skills.

• Highly organised with strong attention to detail.

• Proficient in Excel (experience with CCH and Digita desirable).

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.