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.
#J-18808-Ljbffr