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.
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).
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