Trust Portfolio Manager
2 days ago
**Competitive Salary:** £50,000 - £65,000 per annum, depending on experience.
Our client, a reputable Legal 500 law firm in Hertfordshire, is seeking an experienced Trust Manager to join their Private Client team. This role offers the opportunity to work with a well-established firm on a varied portfolio of trusts.
The Role:
- You will manage 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.
Key Responsibilities:
- Administering trusts, including discretionary, life interest, and charitable trusts.
- Preparing trust accounts, tax returns, and compliance documentation.
- Liaising with beneficiaries and trustees.
- Assisting with estate planning.
- Keeping updated on changes in trust law and taxation.
Requirements:
- Minimum 4 years' experience
- STEP qualification (or working towards) preferred
- Strong knowledge of trust and estate taxation
- Excellent communication and organizational skills
- Proactive and collaborative approach
What's on Offer:
- Flexible working options
- Career progression opportunities
- Supportive and inclusive environment
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