Trust Manager

An excellent opportunity has arisen for an experienced Trust Manager to join a prestigious Legal 500 firm in Kent. This well-established, leading firm is known for its outstanding private client services and supportive team environment.

The Opportunity We are seeking a Trust Manager with at least 5 years of experience in trust administration or private client services. You must have a solid technical understanding of:

• UK trust law
• Inheritance tax
• Capital gains tax
• Income tax as they apply to trusts

The successful Trust Manager will be client-focused, professional, highly organised, and an excellent team player who can confidently manage complex trust matters with minimal supervision.

As a Trust Manager, you will play a key role in delivering exceptional service to clients and ensuring full legal and regulatory compliance. This is a fantastic opportunity for a Trust Manager looking to join a supportive, collaborative team with access to high-quality work.

About the Team You will be joining a highly regarded Estate Administration Department, specialising in:

• Trust administration
• Wills and probate
• Lasting Powers of Attorney

The team works with a partner-led, flexible structure that ensures appropriate work allocation and provides strong support for professional growth.

Key Responsibilities As a Trust Manager, you will:

• Manage a portfolio of UK trusts, including discretionary, life interest, personal injury, and vulnerable persons trusts.
• Act as the primary point of contact for clients, beneficiaries, solicitors, tax adivsors, and investment managers.
• Ensure full compliance with all relevant UK legislation, including HMRC, FATCA, CRS, and the Trust Registration Service.
• Prepare annual trust accounts, tax returns, and related documentation in collaboration with tax specialists.
• Lead trust distributions, trustee meetings, trust reviews, and oversee investment monitoring.
• Provide expert advice on trust structuring, succession planning, and associated tax implications.
• Stay up to date with developments in UK trust law, tax regulations, and industry best practices.
• Support and supervise junior trust officers and administrators.
• Provide regular updates to senior management and partners regarding portfolio performance and risk management.

Kent based job role (Hybrid working available after probation)

Earning opportunity of ( 40,000- 60,000) dependant on experience

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