Trust and Estate Manager

13 hours ago


London, Greater London, United Kingdom Austen Lloyd Ltd. Full time

We are seeking an experienced Trust Manager to join our Private Client team at Austen Lloyd Ltd., a well-established Legal 500 law firm in Hertfordshire.

About the Role

You will be responsible for managing a diverse range of trusts, ensuring compliance with legal and tax requirements, and providing clear advice to stakeholders.

  • Collaboration with the Private Client team on estate planning and related matters is a key aspect of this position.
  • Preparing trust accounts, tax returns, and compliance documentation.
  • Assisting with estate planning.
Requirements
  • Minimum 4 years' experience managing trusts.
  • STEP qualification (or working towards) preferred.
  • Strong knowledge of trust and estate taxation.
  • Excellent communication and organizational skills.
  • Proactive and collaborative approach.
Benefits
  • Estimated salary: £65,000 - £85,000 per annum, depending on experience.
  • Career progression opportunities.
  • Flexible working options.
  • Supportive and inclusive environment.


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