Trust Portfolio Manager

2 weeks ago


London, Greater London, United Kingdom Michael Page Full time

An exciting opportunity has arisen for a professional with expertise in trust tax management. This role is based in London and requires strong knowledge of tax compliance matters.

  • Manage a portfolio of trusts, ensuring efficient handling of all tax compliance tasks.
  • Oversee and ensure accurate completion of trust accounts and returns, aligning with tax department activities.
  • Provide advice on tax planning and trust issues to clients and colleagues, promoting alignment within the company.
  • Maintain strong relationships with clients, offering excellent customer service and leading team members to promote professional development.

A successful candidate should have:

  • A qualification in a relevant field, such as Accounting or Finance, with a strong understanding of tax compliance.
  • Proven experience in managing trusts, with a proactive approach to staying updated with changes in tax and trust legislation.
  • A standard benefits package, including healthcare and pension, and opportunities for career progression.
  • A supportive and collaborative work culture, ideal for professionals seeking growth and development.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.



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