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Trust Manager

REGION:

EXPERIENCE: N/A

TYPE:

RECRUITER:

Trust Manager

Job Title: Trust Manager
Location: Hertfordshire
Salary: Competitive, with excellent benefits

Our client, a well-established Legal 500 law firm in Hertfordshire, is seeking an experienced Trust Manager to join their Private Client team. This role offers the opportunity to work with a reputable firm on a varied portfolio of trusts

The Role:

  • You will manage a diverse range of trusts, ensuring compliance with legal and tax requirements and providing clear advice to stakeholders. Collaboration with the Private Client team on estate planning and related matters is a key aspect of this position.

Key Responsibilities:

  • Administering trusts, including discretionary, life interest, and charitable trusts.
  • Preparing trust accounts, tax returns, and compliance documentation.
  • Liaising with beneficiaries and trustees.
  • Assisting with estate planning.
  • Keeping updated on changes in trust law and taxation.

Requirements:

  • Minimum 4 years’ experience
  • STEP qualification (or working towards) preferred
  • Strong knowledge of trust and estate taxation
  • Excellent communication and organizational skills
  • Proactive and collaborative approach

What’s on Offer:

  • Competitive salary and benefits
  • Career progression opportunities
  • Flexible working options
  • Supportive and inclusive environment

If the above sounds of interest then we would love to hear from you for a confidential chat!

Apply below or contact Isabel at Austen Lloyd on 0117 313 7857 quoting role reference: IM 58524

Austen Lloyd Limited is a Specialist Legal Recruitment Agency operating. Please note our advertisements may use PQE/salary levels purely as a guide. However, we would be happy to consider applications from all candidates who can demonstrate the skills needed to perform the role; IM 58524

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JOB REFERENCE: IM 58524_1734023803

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