Trust Manager - TN Recruits : Job Details

An Exciting Opportunity with Outstanding Career DevelopmentEmbrace a role where your skills in trust and tax management will be recognised, challenged, and well-compensated. This position is more than a job—it's a chance to influence the growth of an expanding team, nurture client connections, and hone your leadership abilities.With a clear route for career advancement, this role offers the potential to build and manage a successful team, with opportunities to progress to Head of Trusts or even Partner level.Why This Position Stands Out:

• Competitive Salary Package
• Generous Annual Leave: 25 days plus bank holidays, a special day off for your birthday, and additional Christmas leave
• Career Progression: Guidance and support to step into a leadership position
• Positive and Social Workplace: Enjoy regular team events, a close-knit group of colleagues, and a vibrant working environment
• Flexible Working Arrangements: Predominantly office-based with possible hybrid working after the probation period
• Convenient Location: Based in Worthing with free on-site parking available

Your Role and Contribution:As a Trust Manager, you will play a pivotal role in trust and estate taxation, offering expert advice on Inheritance Tax, Capital Gains Tax, and personal tax concerns. You will be responsible for ensuring trust tax compliance, accurate HMRC reporting, and providing strategic tax guidance to clients. Focused on delivering exceptional service, you will also help to expand the client portfolio while mentoring and supporting junior team members.Main Duties Include:

• Overseeing the preparation and submission of trust and estate tax returns
• Providing advice to clients and trustees on effective tax planning methods
• Managing Inheritance Tax reporting, including ten-year and exit charges
• Ensuring adherence to FATCA/CRS regulations and HMRC Trust Registration Service requirements
• Collaborating with clients, trustees, and legal experts to deliver tailored tax solutions
• Assisting in the development of a 'family office' service, managing administrative and reporting responsibilities

What You Bring to the Role

• ATT/CTA qualification (STEP certification preferred)
• Proven expertise in trust accounting and taxation
• Strong understanding of UK trust law and tax regulations
• Exceptional communication skills with the ability to manage client relationships effectively
• A proactive approach, with a results-driven attitude and the ambition to expand both the team and client base

Be Part of a Growing Organisation:By joining this forward-thinking Private Client team, you'll become part of a business that champions employee well-being and career development. Enjoy a vibrant workplace, frequent social events, and a supportive environment that encourages professional growth.If you're prepared to take your skills to new heights, apply now by reaching out to Rachel at TN Recruits Law./ If this opportunity is not what you were looking for, but you might know someone else that is suitable then head to our website and see the "Refer A Friend" tab to find out how you could potentially be rewarded with £200 for introducing us to someone we are able to successfully place. In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.