Trusts Manager
Hot Job
- Opportunity to join a growing Private Wealth team in a newly created role
- Flexible hybrid working with up to two days from home
- Supportive environment with strong training and development opportunities
A well-established Private Wealth department is looking to recruit a Trusts Manager to support its expanding team. This is a newly created role offering a chance to work closely with senior members of the team across a wide range of trust administration, tax, and probate matters, while continuing to develop your career within a supportive and forward-thinking environment.
The team is friendly, collaborative, and highly experienced, offering exposure to a wide variety of client work and providing excellent opportunities for progression and growth.
Who we’re looking for
- Strong background in general private client work or the administration of trusts or estates
- Experience preparing trust accounts, tax returns, and calculating IHT, CGT, and income tax
- Familiarity with CCH or similar tax reporting software (training available if needed)
- Excellent organisational skills and high attention to detail
- Enthusiastic, self-motivated, and client-focused
- Good internal and client-facing communication skills
- Diploma qualified STEP or other relevant tax qualification preferred, but practical experience also considered
Salary & Benefits
- Full-time (35 hours a week) with hybrid working (up to two days from home)
- 25 days’ annual leave plus bank holidays and office closure between Christmas and New Year (increasing with service)
- Employee pension scheme (SMART pension)
- Travel insurance covering you and eligible family members
- Death in service – 3x basic salary
- Private medical insurance options
- Income protection – up to 75% of salary
- Interest-free travel pass/parking loans
- One-hour early finish one Friday a month
- Two paid volunteering days each year
- Access to employee assistance programme and mental health support
- Opportunities to join sports teams, hobby clubs, and attend social events
- Clear progression pathways with an open annual promotions process
- Employee and work referral schemes
Contact Kelly Reid
If you’re a private client professional looking to specialise further in trusts and tax work within a supportive, growing team, contact Kelly Reid at kelly.reid@realmrecruit.com or call 03300 245 606 for a confidential chat.
Key details
Salary
£0 - £0
Location
- Greater Manchester
- North West
Role type
- Hybrid working
Contract type
- Permanent
Practice area
Private Client
Job ref
V-36945
Specialist for private client, Court of Protection and contentious probate in the North West.
Ready? Apply for this role now
Not sure if this role is right for you?
Are you unsure whether this job is the right fit for you, and looking for more guidance on similar roles that could suit you better? Feel free to talk to our dedicated consultant, Kelly Reid, with a no-obligation call at a time that's convenient to you.
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