Trust Manager

2 weeks ago


Aston End, United Kingdom Austen Lloyd Full time

Job Title: Trust ManagerLocation: HertfordshireSalary: Competitive, with excellent benefitsOur client, a well-established 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 reputable firm on a varied portfolio of trustsThe 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' experienceSTEP qualification (or working towards) preferredStrong knowledge of trust and estate taxationExcellent communication and organizational skillsProactive and collaborative approach What's on Offer: Competitive salary and benefitsCareer progression opportunitiesFlexible working optionsSupportive and inclusive environment If the above sounds of interest then we would love to hear from you for a confidential chat


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