Tax & Trusts Manager

Salary/Rate:Market-leading Salary + Benefits
Job type:Perm
Town/City:Exeter
Location:Devon
Industry:Law Firm
Job ref:JB000893/83
Post Date:19. 03. 2025
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About the Role

Opportunity in a Leading Law firm.

The esteemed Tax and Trusts team at this firm is looking for a Trust Manager to offer thorough support to the Trust Director, Partners, and other colleagues. The role involves overseeing a portfolio of trusts, ensuring smooth and efficient administration while keeping precise records of time spent on client cases, following the firm's established guidelines.

The role is operational, requiring meticulous attention to trust management tasks, including coordination of annual trust accounts, tax returns, and overseeing compliance with regulatory updates.

The team supports:

  • Tax planning for individuals and wealth management
  • Succession planning to ensure smooth wealth transfer between generations
  • Establishment and administration of trusts and related entities
  • Governance advisory for family-owned enterprises
  • Trust dispute resolution
  • Will drafting and estate planning

The ideal candidate will be a qualified accountant or solicitor with experience in trust administration, demonstrating strong communication, organisational, and administrative skills.

The role requires:

  • Expertise in trust account coordination and tax compliance
  • Interaction with HMRC, trustees, beneficiaries, and investment managers
  • Oversight of payments, billing, and trust registration updates
  • Leadership skills to mentor junior team members
  • A proactive, professional approach, with adaptability and discretion

This is an opportunity to join a supportive, collaborative team and advance in a role that values innovation, responsibility, and a commitment to excellence.

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