Trust Manager
Job Details
Trust Manager - Estate Administration
Orpington, Kent | Well-Established, Modern Law Firm
A rare opportunity has arisen for an experienced Trust Manager to join the successful Estate Administration Department of a well-established and progressive law firm based in Orpington, Kent.
About the Team
The Estate Administration Department specialises in advising private clients on a broad range of matters, including trust administration, wills, probate, and lasting powers of attorney. The team operates with a partner-led approach, promoting a flexible structure that supports junior team members and ensures work is allocated at the appropriate level.Key Responsibilities
- Managing a portfolio of UK trusts, including discretionary, life interest, personal injury, and vulnerable persons trusts
- Acting as the principal point of contact for clients, beneficiaries, and professional advisors
- Ensuring full compliance with all relevant UK legislation, including HMRC, FATCA, CRS, and TRS
- Preparing annual trust accounts, tax returns, and related documents in collaboration with tax specialists
- Overseeing trust distributions, trustee meetings, investment reviews, and compliance checks
- Providing advice on trust structuring, succession planning, and associated tax implications
- Keeping up to date with changes in trust law, tax legislation, and best practices
- Supporting the supervision and development of junior trust officers or administrators
- Reporting regularly to senior management or partners on portfolio performance and risk matters
Requirements
- You will likely be a Private Client Solicitor or Legal Executive with over 4 years' experience in trust administration or private client services, with a strong understanding of UK trust law, inheritance tax, capital gains tax, and income tax as they apply to trusts.
- You will be professional, positive, client-focused, and an excellent team player.
What's on Offer
- The chance to join a highly respected and modern law firm with a strong client base
- A supportive team environment with opportunities for progression
- High-quality, varied work within a trusted and established department
Apply now for immediate consideration.
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