Senior Trust and Tax Manager

Overview

An international law firm with a strong reputation in private capital and wealth advisory is seeking an experienced Senior Trust & Tax Manager to join its expanding Trust practice. This role sits within a highly regarded Private Client team and offers exposure to sophisticated trust structures and a diverse client base, including charitable entities.

The successful individual will collaborate closely with senior leadership and colleagues across the wider Private Client group, contributing both technical expertise and team leadership within a supportive, high-performing environment.

Key Responsibilities

• Oversee a varied and complex portfolio of UK-based trusts and related structures for high-net-worth and ultra-high-net-worth clients.
• Lead, coach and support a team of trust professionals, ensuring high standards of delivery and meaningful professional development.
• Provide and implement advanced trust and estate planning advice, with particular focus on UK tax and trust law considerations.
• Act as a principal point of contact for trustees, beneficiaries, and professional intermediaries, nurturing long-term client relationships.
• Manage portfolio financial performance, including budgeting and billing oversight.
• Supervise compliance reporting obligations, including CRS, FATCA, ATED and Trust Registration Service requirements.
• Support charitable trust activity, including grant-making processes, beneficiary engagement, and preparation of associated governance documentation.
• Oversee preparation and review of annual trust accounts and tax returns, alongside personal tax compliance for UK and international clients.
• Advise on available reliefs and exemptions, calculate tax exposures, and manage related filings.
• Review and manage Inheritance Tax reporting for complex trust arrangements and liaise with HMRC where necessary.
• Monitor investment performance across trust portfolios, review investment reports, and contribute to trustee investment policy documentation.
• Interpret trust instruments and related legal documentation; draft trustee resolutions, deeds of appointment, and other ancillary documents.
• Represent the firm in client meetings and liaise independently with banks, investment managers, valuers, accountants, and other professional advisers.
• Ensure adherence to all relevant regulatory and professional obligations.

Candidate Profile

• Significant experience managing UK trust structures with strong technical expertise in trust taxation.
• Demonstrated leadership capability, with experience supervising or mentoring junior team members.
• A genuine interest in developing a long-term career within trust and private wealth advisory.
• Strong organisational and prioritisation skills, with the ability to manage multiple deadlines.
• Excellent analytical and problem-solving capabilities.
• High level of accuracy and attention to detail.
• Confident communicator with the ability to build rapport across a broad range of stakeholders.
• Commercially aware, proactive and capable of working both independently and collaboratively.
• Strong written communication skills, including drafting formal correspondence and documentation.
• Numerically confident and proficient in Microsoft Office applications.

Core Values & Behaviours

• Collaborative and respectful approach
• Commitment to professional integrity
• Inclusive mindset
• Focus on continuous improvement
• Client-focused service delivery
• Commercial awareness and accountability

This is an excellent opportunity for an experienced trust professional seeking a senior-level position within a progressive and supportive environment, exposure to high-quality work across a diverse client portfolio and hybrid working.