RRemoteville
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Private Client Compliance Senior Manager - Trust Specialist

Skills
ActingBespokeBusiness Relationship ManagementCustomer ExperienceCustomer Relationship ManagementEstate LawEstate Planning
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Significant experience managing trusts estates and related tax matters
  • Strong knowledge of trust taxation inheritance tax and estate administration
  • Experience reviewing trust accounts and managing annual trust compliance processes
  • Excellent client relationship management skills
  • Confidence to act as a trusted adviser
  • Ability to lead coach and develop junior team members
  • CTA STEP or equivalent qualification or experience

Nice to have

  • Client-focused
  • Proactive
  • Commercially aware
  • Collaborative
  • Mentoring mindset

Day to day

  • Take ownership of a diverse portfolio of UK trusts and estates, serving as the main point of contact for clients, trustees and professional intermediaries
  • Review and oversee trust tax returns, annual compliance obligations and trust accounts with accuracy and efficiency
  • Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory work while identifying proactive ways to add value

Hiring process

  • Submit your application
  • Talent Acquisition review
  • Interview process