Trust Manager - Insite Public Practice Recruitment Limited : Job Details

Your Trust Tax Career Glow-Up Starts Here!

Are you a CTA-qualified professional with a passion for trust taxation, ready to step up and make your mark in one of London's most respected independent advisory firms?

My client don't just offer jobs - they build careers. As a growing, partner-led firm in the heart of the city of London, they are now looking for an ambitious Trust Manager who's ready to take ownership, grow their expertise, and shape the future of their thriving Private Client team.

Job Title: Trust Manager

Location: City of London, EC2V

Salary: Up to £70,000!

What Makes This Trust Manager Opportunity Special?

• Portfolio Ownership: Manage and grow your own diverse portfolio of UK and offshore trust clients
• International Exposure: Work with high-net-worth families across multiple jurisdictions
• Strategic Impact: Provide game-changing tax planning advice that preserves wealth for generations
• Career Growth: Join a 35-strong team with 4 specialist partners invested in your development

The Role:

You'll be the trusted advisor that trustees and beneficiaries turn to for complex cross-border trust matters. From reviewing 10-year anniversary charges to structuring affairs for tax efficiency, you'll handle sophisticated work that genuinely makes a difference to our clients' financial futures.

Key Responsibilities:

• Leading complex trust account and tax return reviews
• Managing HMRC Trust Register compliance
• Crafting strategic advisory reports for offshore and UK trust structures
• Mentoring junior team members and driving best practices
• Building lasting relationships with clients and professional networks

The Individual:

Essential:

• CTA qualification with solid trust taxation experience
• Deep knowledge of UK trust tax legislation
• Proven track record in a similar role
• Exceptional communication skills and relationship-building ability
• Advanced Excel skills and experience with CCH trust accounts/digita

Here Are Some of Their Benefits That Set Them Apart:

• Private Medical Insurance with Vitality Health (including Apple Watch, Ocado & Virgin Active discounts)
• Private health assessments, GP appointments, and eye tests
• 3% pension contribution (5% for managers+)
• Death in service benefit (4x salary)
• Professional membership fees paid
• Interest-free season ticket loans
• Salary sacrifice schemes for childcare and cycling
• £50 annual charitable donation matching
• 21 hours paid volunteering leave
• 22-27 days annual leave (based on seniority & service)
• Buy/sell up to 5 additional holiday days
• Enhanced maternity/paternity pay (24 weeks full pay)

Ready to make your next move count?

Provide market-leading expertise to high-net-worth families while building the career you've always envisioned. Your success is their success!