Elevate Your Career with a Leading Private Client Tax Team

We are representing a prestigious firm seeking an accomplished Trust Manager to join their dynamic and growing Private Client tax and trust department in the City. This role offers the opportunity to manage a diverse portfolio of trusts, estates, and individual clients, while leading and mentoring a team of junior staff.

About the Role:

As a Trust Manager, you will play a pivotal role in the effective management and delivery of private client services. Your responsibilities will encompass overseeing trust and estate matters, providing personal tax advisory services, and ensuring the smooth operation of day-to-day client services. You will be client-facing, engaging directly with trustees, executors, high-net-worth individuals, and professional advisors. 

Key Responsibilities:

In this role, you will support partners and directors in the efficient running of the team and in securing new business. You will manage a client portfolio that includes trusts and estates with diverse income and gains, drive the delivery of technical advisory work, and handle one-off advisory and compliance assignments. Your role will require you to be a key contact for clients, addressing capital gains tax and inheritance tax issues, and overseeing the UK tax return filing process for various clients.

Why Join This Firm?

This firm offers a supportive environment that embraces hybrid working and flexible hours, ensuring a healthy work-life balance. You will have the opportunity to work with a first-class team, in a culture that values advancement and professional development. This is a business with a friendly and supportive culture.

Take the Next Step in Your Career

If you are ready to advance your career with a top-tier firm, we invite you to apply for this exciting Trust Manager role. This is an exceptional opportunity to grow professionally while making a significant impact within a leading private client tax team.

Apply Today to Join a Firm Where Your Expertise Will Be Valued and Your Career Growth Supported.