Trust Manager

3 weeks ago


City of London, United Kingdom Cedar Recruitment Full time
Job Description:

As a Senior Trust Professional, you will be responsible for managing the accounting, administration, and tax compliance of UK resident trusts. This role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired.

Key Responsibilities:
• Prepare annual trust accounts and self-assessment tax returns for family trusts.
• Manage day-to-day trust record-keeping and administration.
• Calculate tax liabilities and advise on payments under self-assessment.
• Correspond with clients, beneficiaries, and HMRC.
• Assist with routine trust planning, such as loss utilisation and beneficiary distributions.
• Oversee compliance work for a personal client portfolio and mentor junior team members.
• Experience with charitable trusts is a plus.

In this role, you will have exposure to high-quality work and the chance to develop expertise in trusts and broader private client services.

The estimated salary for this position is £45,000 - £55,000 per annum.

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