Trusts Manager

  • Job Reference: 4110
  • Date Posted: 14 February 2024
  • Recruiter: Martin Pooley Associates
  • Location: Hertfordshire
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Private Client
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Martin Pooley
  • Email:

Job Description

Trust Manager

Respected firm are looking for an experienced Trust Manager for a key role looking after an interesting and varied portfolio that includes charitable trusts.

Key responsibilities

  • Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met
  • Reviewing work prepared by members of the team, input into their training and mentoring
  • Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
  • Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach
  • Monitoring budgets, own chargeability and raising fee notes
  • Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!


Qualifications/education required

  • Legal Executive, CTA or STEP qualified – or a desire to work toward a STEP qualification


Particular aptitudes / skills required

  • A strong understanding of trusts 
  • Good communication, organisational and team skills
  • Flexible and dependable, able to take the initiative 
  • Motivated and resilient with a positive outlook
  • Able to quickly build confidence, respect, and trust with others