Trust Manager - STEP/CTA Top 30 Practice

Trust Manager - STEP/CTA

Shape the Future of a High-Performing Trusts Practice
Top 30 Firm | £80,000 + Excellent Benefits | London / Hybrid

Looking to take the next step in your trust tax advisory career with a firm that genuinely values your expertise? Our client-a leading Top 30 accountancy practice -is continuing its impressive growth and is now seeking a talented Trust Manager to become a key member of their thriving Trusts team, based in their London offices.

About the Role

In this high-impact position, you'll work directly with Partners and Directors, managing an interesting, diverse, and high-value portfolio that includes charitable trusts and complex family structures. You'll have the autonomy to shape client relationships, deliver exceptional advisory support, and bring fresh thinking to a team known for its collaborative, people-first culture.

This is a role where credibility, technical excellence, and trusted client relationships truly matter and where your expertise will be recognised from day one.

What You'll Be Doing

You'll play a central role in delivering high-quality trust and estate services, including:

• Managing and advising on a varied portfolio of UK trusts, including charitable structures
• Building strong, trusted relationships with high-net-worth families, trustees, and professional advisers
• Working closely with Partners and Directors on complex trust matters
• Helping shape the team's continued growth through sharing insight, mentoring colleagues, and contributing to best-practice improvements
• Providing support across estate and probate administration (experience beneficial but not essential)

Who We're Looking For

You'll thrive in this role if you bring:

• STEP and CTA qualifications (or equivalent)
• Strong, hands-on experience in UK trust compliance and advisory work
• The confidence and credibility to engage senior stakeholders and inspire trust
• A collaborative approach with the ability to lead, influence, and elevate those around you
• An interest in charitable trusts and broader estate matters

If you enjoy working with complex structures, value long-term client relationships, and want to be part of a team that truly appreciates your contribution, this role offers an exceptional next step.

You'll be joining a supportive, well-resourced team with a genuinely positive culture-somewhere your voice counts and your expertise helps shape the future of the practice. Expect a balance of autonomy and support, hybrid flexibility, and a firm that invests in your professional growth.

Send your CV to [email protected] or call 07921 603914 to apply today.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.