Trusts Senior Manager
2 weeks ago
Trusts Senior Manager Department: Personal Tax Employment Type: Permanent Location: London Description The Trusts team is a busy department of the firm within a large Private Client team dealing with a variety of trust work including preparing trust and estate accounts, trust and estate tax returns, and reporting inheritance tax events for over 500 trusts and estates. We’re looking for a Senior Manager to oversee and run the Trusts team and work together with the Private Client Partners delivering complex tax advice. In this role, you will oversee the management and delivery of all trust compliance and reporting work, ensuring deadlines are met and high-quality standards are maintained. This is a hands‑on leadership role offering the opportunity to make a significant impact within a busy and high‑performing team, with the opportunity for progression within a large and award‑winning Private Client team. Key Responsibilities Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers Preparation of IHT returns for trusts and lifetime transfers Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts Reviewing work prepared by more junior team members Training, supervising and mentoring junior team members, including annual appraisals Ensuring the department workload is accurately scheduled and managed over the course of a compliance season Delivering technical trust support and advice to colleagues and Partners Working with the Private Client Partners to identify ways to modernise and improve existing practices Represent the firm within the existing Sumer group for Trusts expertise Skills, Knowledge & Expertise The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous. You should demonstrate the following qualities: Excellent attention to detail A proactive attitude The ability to work successfully in a team The ability to work under pressure where necessary Excellent communication skills Excellent organisational skills The ideal candidate should possess strong experience in the areas shown above. Job Benefits 25 days holiday on commencement + bank holidays (some of which are flexible) Buying and Selling Holiday Scheme Hybrid working policy – at least 2 days in the office a week, with a core hours system in place Life Assurance 4x annual salary Income protection PHI (Permanent Health Insurance) Health Cash Plan Enhanced maternity and paternity packages Season Ticket Loan (after qualifying period) Discounted Gym Membership Discounted Tastecard Perkbox Membership Pension Scheme Cycle voucher scheme At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know. Our values represent what matters most to us and guide how we work every day: We Shine Together We Do the Right Thing We Make It Count We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated. #J-18808-Ljbffr
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Head of Trusts
1 week ago
Greater London, United Kingdom The Swire Trusts Full timeJob DescriptionThe Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant-making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the...
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Head of Trusts
2 weeks ago
Greater London, United Kingdom The Swire Trusts Full timeThe Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant‑making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the UK’s...
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Head of Trusts
7 days ago
London, United Kingdom The Swire Trusts Full timeThe Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant-making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the UK's...
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Head of Trusts
2 weeks ago
London, United Kingdom The Swire Trusts Full timeThe Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant-making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the UK's...
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Head of Trusts
2 weeks ago
London, United Kingdom The Swire Trusts Full time £150 - £200The Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant‑making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the UK’s...
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Head of Trusts
2 weeks ago
London, United Kingdom The Swire Trusts Full time £150 - £200The Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant‑making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the UK’s...
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Head of Trusts
2 weeks ago
Greater London, United Kingdom The Swire Trusts Full timeA leading philanthropic organization in the UK is seeking a Head of Trusts to oversee grant-making activities. The successful candidate will manage a dedicated team and ensure effective operations while fostering relationships with trustees and charities. Candidates must have substantial experience in the charity sector, with exceptional leadership and...
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Trust Administrator
2 weeks ago
London Area, United Kingdom The Sainsbury Family Charitable Trusts Full time £33,596 - £80,000 per yearTrust AdministratorThis is an exciting opportunity to make a meaningful contribution to 4 trusts.We are looking for a Trust Administrator to join the team in this part-time, hybrid working role.Position:Trust AdministratorLocation:Hybrid/LondonHours:Part-time, 14 hours per week with flexibility in how the hours are workedSalary:£33,596 pro...
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Head of Trusts
7 days ago
City Of London, United Kingdom The Swire Trusts Full timeThe Swire Trusts manage the Swire Group’s philanthropy in the UK, delivering charitable activity through five grant-making trusts that collectively award over £16 million annually. The Swire Charitable Trust focuses on improving life chances, particularly for children and young people, restoring heritage buildings and skills, improving the UK's...
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Trusts & Estates Senior Manager
1 week ago
Greater London, United Kingdom Howells Consulting Ltd Full timeJoin a high-quality independent accountancy firm in the West End, where Private Client Services are at the core of their business. The team advises an impressive client base of UK and international HNWIs, their families and trusts. They are busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£95k...
