Private Client Trusts Manager/Assistant Manager

As an Assistant Manager/Manager in our Trusts team across London and the South, you will oversee a diverse portfolio of high-net-worth individuals, families, trusts, estates and rural businesses. You’ll blend trust, tax and succession planning advisory with complex compliance, contributing to one of the UK’s leading private client practices. The role offers cross-office collaboration and exposure to sophisticated wealth structures. You will shape client solutions and help grow a broad advisory service for private clients and their businesses.

• hybrid working policy (up to 3 days home)
• 27 days annual leave
• Life Assurance
• contributory pension scheme
• flexible benefits
• discretionary bonus scheme

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners delivering advisory and compliance services
• Support Senior Management with identifying planning opportunities and tax advisory projects
• Build and maintain strong client relationships as day-to-day adviser
• Lead client meetings and assist with implementing tax planning strategies
• Provide advice on succession planning, inheritance tax, capital gains tax and private wealth matters
• Support landed estates, rural businesses with ownership structures and wealth preservation planning
• Advise on trust taxation, trust administration and estate-related matters
• Take responsibility for portfolio management including WIP monitoring, recoverability and billing
• Coach and mentor trainees and junior staff to support their development

• ACA/ACCA, CTA or STEP qualified
• Experience with high-net-worth individuals, families, trusts and estates including personal tax, trust and wealth planning
• Experience with trusts, estates and related compliance in accounting and tax; further training if needed
• Understanding of tax considerations affecting landed estates and rural property
• Experience assisting with tax planning projects involving family-owned businesses and private client structures (partnerships, family investment companies)
• Liaising with solicitors, financial advisers and other professionals as part of a client service team
• Experience managing client relationships and delivering high-standard service
• Confident communicator capable of building relationships with clients and colleagues at all levels
• Experience reviewing junior staff work and supporting their development

• confident communicator
• relationship builder
• client-focused
• trust taxation
• estate planning
• inheritance tax