Senior Manager – Trust Specialist

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Oversee a portfolio of UK trusts and estates, ensuring an exceptional client experience.

• Examine and supervise trust tax returns along with annual compliance responsibilities.

• Assess trust accounts to guarantee that all reporting obligations are met with accuracy and efficiency.

• Assist Partners and Directors with trust planning, inheritance tax strategies, and broader private client advisory initiatives.

• Administer trust account management.

• Foster and maintain strong relationships with clients and external advisers.

• Mentor, coach, and develop junior team members, aiding in their technical and commercial skill enhancement.

• Recognize opportunities to provide value and offer proactive advice that significantly benefits clients.

⛳️ Requirements

• Possess extensive experience in managing trusts, estates, and associated tax issues.

• Strong understanding of trust taxation, inheritance tax, and estate management.

• Proven experience in reviewing trust accounts and overseeing annual trust compliance processes.

• Exceptional client relationship management abilities and the assurance to serve as a trusted adviser.

• Capability to lead, mentor, and develop junior team members.

• CTA, STEP, or equivalent qualifications/experience.

🏝️ Benefits

• A flexible work approach that balances remote work, office attendance, and client meetings.

• Generous holiday allowance.

• Enhanced parental leave policy.

• Improved pension scheme.

• No dress code – just “wear something!”

• A multi-award-winning wellbeing program to support your physical, mental, spiritual, and financial health.

• Opportunities for volunteering to engage with local communities and charities.

• Access to Cooper Parry social and sports clubs.