Trust Manager

A Fantastic Opening with Exceptional Career Growth Potential Step into a position where your expertise in trusts and taxation will be valued, tested, and well-rewarded.

This opportunity is far more than just employment—it's your chance to shape the future of a growing department, strengthen client relations, and refine your leadership credentials.

With a well-defined progression pathway, this role offers the prospect to establish and guide a high-performing team, with the possibility of advancement to Head of Trusts or even a Partnership role.

What Makes This Role Unique:

• Attractive Remuneration Package
• Enhanced Holiday Entitlement: 25 days’ leave annually plus public holidays, your birthday off, and extra time off over the festive period
• Professional Development: Clear support and mentorship to help you transition into a leadership role
• Supportive and Friendly Culture: Regular social activities, a cohesive team dynamic, and a lively office atmosphere
• Work-Life Balance: Mainly office-based initially, with hybrid options potentially available following probation
• Prime Location: Situated in Worthing with complimentary on-site parking

Your Impact and Responsibilities:

As a Trusts Manager, you will be instrumental in advising on trust and estate taxation, including areas such as Inheritance Tax, Capital Gains Tax, and individual tax issues.

You’ll take the lead in ensuring compliance with trust-related taxation, accurate submissions to HMRC, and offering insightful tax planning advice to clients. Your focus will also include growing the client base and guiding junior colleagues in their development.

Key Responsibilities:

• Directing the completion and filing of tax returns for trusts and estates
• Advising trustees and clients on strategic tax-saving opportunities
• Handling Inheritance Tax filings, including periodic and exit charges
• Guaranteeing compliance with HMRC's Trust Registration Service and FATCA/CRS obligations
• Working closely with trustees, clients, and solicitors to develop bespoke tax plans
• Contributing to the launch of a ‘family office’ service, overseeing reporting and administration

Your Profile:

• Qualified ATT/CTA (STEP accreditation seen as advantageous)
• Demonstrable background in trust taxation and accountancy
• Deep understanding of UK trust legislation and tax compliance
• Excellent interpersonal and client-facing skills
• Proactive, ambitious, and results-oriented, with a drive to grow both the team and client roster

Join a Forward-Thinking Firm: Become part of a progressive Private Client department that prioritises employee satisfaction and continuous professional advancement. Enjoy a stimulating environment, regular social gatherings, and a culture that champions career success.

Ready to elevate your career? Contact Rachel at TN Recruits Law to take the next step.

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