Trust Manager or Assistant Manager (Hybrid or Remote)

Trusts Assistant Manager / Manager
An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium and high-net-worth individuals on all aspects of their personal tax affairs. Although hybrid working is preferred, the firm may consider fully remote for the right candidate.
About the RoleAs a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services.

Key responsibilities include:

• Managing a portfolio of trusts, overseeing administration and compliance.
• Reviewing annual trust accounts and tax returns using specialist accounting software.
• Advising trustees on asset management, inheritance tax calculations, and returns.
• Drafting trustee minutes and resolutions in accordance with legal requirements.
• Collaborating with partners and colleagues to provide seamless client service.

This is an excellent opportunity for a technically proficient and client-focused professional to develop their career within a highly regarded and forward-thinking tax team.
About YouThe ideal candidate will have:

• Experience working in personal tax and trust administration within a practice environment.
• CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous).
• Strong technical knowledge of private client taxation, trusts, and probate law.
• Exceptional communication skills and a proactive approach to problem-solving.
• Experience overseeing and reviewing the work of team members.

Why join this firm?This firm values integrity, teamwork, and excellence, providing a collaborative environment where professionals can thrive.
Benefits include:

• Competitive salary and benefits package.
• Professional study support for further qualifications.
• Career progression opportunities.
• Hybrid working options available

If you are a motivated and detail-oriented professional looking to take the next step in your career, please contact Cara Whyte at Hays or apply online.

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