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We are seeking an experienced Trust Manager or Senior Manager to lead and manage a portfolio of trust clients, providing strategic advice and expert guidance on tax and estate planning matters. The role offers the opportunity to work with a dynamic team, mentor junior staff, and contribute to the growth of a respected firm.
Client Details
This is a well-established, highly regarded firm known for its expertise in providing comprehensive financial and advisory services. With a strong reputation for delivering personalized, high-quality solutions, the firm works closely with individuals, families, and businesses to navigate complex financial landscapes, offering services across areas such as tax planning, estate management, audit, and business advisory.
Description
The key responsibilities for this role include managing a diverse portfolio of trust clients, providing tailored advice on trust and estate planning, and ensuring compliance with relevant tax laws. You will lead and support a team, mentor junior staff, and work closely with clients to develop long-term strategies for wealth preservation. Additionally, you will be involved in the preparation and review of complex trust documents, coordinate with external advisors, and stay up to date with changes in tax legislation to ensure optimal outcomes for clients.
Profile
The successful candidate will have significant experience in trust management, with a strong understanding of trust law, taxation, and estate planning. They will possess excellent client relationship skills, the ability to manage complex cases, and a proactive approach to problem-solving. Strong leadership abilities, with experience mentoring and supporting junior staff, are essential, as is a collaborative mindset to work effectively within a team. Attention to detail, a commitment to continuous learning, and the ability to adapt to changing regulations will be key to thriving in this role.
Job Offer
The successful candidate will benefit from a competitive salary and a comprehensive benefits package, including opportunities for professional development and career progression. You'll be part of a supportive, collaborative team, working within a respected firm that values work-life balance and offers flexible working options. The role provides exposure to a diverse client base and the chance to work on complex and varied projects, allowing you to expand your skills and experience. Additionally, you'll have access to ongoing training and development opportunities to help you advance your career in trust and estate management.
