Senior Trust Manager

7 hours ago


St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time
Job Description

We are looking for a Senior Trust Manager to lead our trust, probate and tax services team at Mercer & Hole. The ideal candidate will have extensive experience in managing trust and probate services, ensuring compliance with regulatory requirements and providing expert advice to clients.


Key Responsibilities
  1. Manage the delivery of trust, probate and tax services to clients, including the preparation and review of estate accounts and tax returns.
  2. Provide strategic advice on Wills, estate planning and inheritance tax matters to clients, utilising expertise in tax software and technology tools.
  3. Develop and implement effective strategies to grow the trust, probate and tax services business, including identifying new business opportunities and building relationships with key stakeholders.

Requirements
  • A minimum of 7 years of experience in trust and probate services, preferably in a senior management role.
  • Strong leadership and organisational skills, with the ability to motivate and direct a team of professionals.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Compensation

The estimated salary for this position is £90,000 - £110,000 per annum, depending on experience.



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