Private Client Compliance Senior Manager - Trust Specialist

About The Role

Are you a Private Client Trust specialist looking for your next challenge? Our Private Client team is growing, and we’re currently seeking a Trust Specialist to join them on their journey.

Responsibilities

You'll take ownership of a diverse portfolio of trusts and estates, acting as the trusted adviser and primary point of contact for clients, trustees and professional intermediaries. This isn’t a purely compliance-focused role, you'll play a key part in delivering bespoke trust and estate planning advice too.

• Manage a portfolio of UK trusts and estates, delivering a first-class client experience.
• Review and oversee trust tax returns and annual compliance obligations.
• Review trust accounts and ensure all reporting requirements are met accurately and efficiently.
• Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects.
• Manag...