Trust Manager
2 days ago
2 weeks ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.SEND CVA fantastic opportunity has arisen to join our successful Estate Administration Department.About YouYou’ll have over 5 years experience in trust administration or private client services. You will have a strong knowledge of UK trust law, inheritance tax, capital gains tax and income tax as they apply to trusts. You will be positive, professional, have a client focused approach and a great team player.About The Team You Will Be JoiningOur Estate Administration Department specialise in providing advice and assistance to private clients on a broad range of employment matters including, trust administration, wills, probate and lasting power of attorney, amongst others.We have a partner led approach on all matters, providing a flexible team structure which helps to develop junior members of the team and allocation of work to the right level.What will I be doing?You will be responsible for providing a high-quality service to clients, including legal and regulatory compliance, managing client relationships, liaising with tax advisors, solicitors and investment managers.Day -to-day Responsibilities IncludeAdminister a portfolio of UK trusts, including discretionary, life interest, personal injury and vulnerable persons trusts.Act as a principal point of contact for clients, beneficiaries, and professional advisors.Ensure timely and accurate compliance with all relevant UK legislation (e.g., HMRC, FATCA, CRS, TRS).Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.Oversee distributions, trustee meetings, trust reviews, and investment monitoring.Provide advice on trust structuring, succession planning, and potential tax implications.Maintain up-to-date knowledge of trust law, tax changes, and best practices in the UK trust sector.Support the training and supervision of junior trust officers or administrators.Report regularly to senior management or partners on portfolio performance and risk issues.For further information about the type of clients we work with, take a look here:https://www.cwj.co.uk/site/aboutus/ourclients/How do I apply?To apply for this vacancy please send your cv and covering letter to our HR Department: chris.moore@cwj.co.ukSEND YOUR CV HERESeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesLaw PracticeReferrals increase your chances of interviewing at Clarkson Wright & Jakes by 2xLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 2 weeks agoPatient and Public Involvement and Engagement ManagerLondon, England, United Kingdom 4 days agoLondon, England, United Kingdom 4 days agoLondon, England, United Kingdom 2 days agoSenior Investor Relations & Corporate Communications ManagerLondon, England, United Kingdom 1 week agoWimbledon, England, United Kingdom 2 weeks agoConsultant Relations Associate - Investments | Asset ManagementLondon, England, United Kingdom 1 hour agoLondon, England, United Kingdom 1 week agoCity Of London, England, United Kingdom 3 weeks agoLondon, England, United Kingdom 1 week agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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