Senior Trust Manager

Our client, a global professional services firm, is seeking an experienced trust professional to be part of a small team to manage a portfolio of UK family trusts while leading business development efforts in this space.

Key Responsibilities

• Manage UK trusts and grant-making charities, ensuring accurate preparation of accounts, tax returns, and annual returns.

• Lead trustee meetings, present financial statements, and address queries from trustees and advisors.

• Collaborate with clients and advisors to ensure seamless service delivery.

• Oversee the implementation of tax advice, including claims, elections, and inheritance tax returns.

• Manage trust and charity administration services efficiently.

• Drive client profitability, oversee debt collection, and achieve revenue targets.

• Support business development by identifying cross-selling opportunities and expanding trust services.

• Stay up to date with UK tax developments and act as a technical resource on trust-related matters.

• Mentor junior colleagues and contribute to process improvements.

Key Requirements

• Strong relationship management and communication skills.

• Extensive expertise in UK trust taxation and compliance.

• Proven experience managing a client portfolio, including trust accounts and tax matters.

• Knowledge of charitable funds and general administration.

• CTA or ACA qualification (or equivalent experience) in a private wealth environment.

• STEP membership is advantageous.

This role offers an opportunity to play a key role in a growing team, leveraging expertise in trust management and business development.