Description

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