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Senior Trust Manager

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: Pro-Tax
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Compliance, Accounting & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 GBP Yearly GBP 85000.00 YEAR
Job Description & How to Apply Below
Position: Senior Trust Manager - STEP
Location: Greater London

Overview

Senior Trust Manager - STEP

£85,000 plus attractive benefits

London / Hybrid

Our client is a specialist in Trusts & Estates and is currently looking to appoint an experienced Senior Manager for their busy team in London.

The role
  • You will be responsible for a portfolio of offshore and onshore trusts, acting as the trustees' primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts.
  • You will also oversee the preparation and review of trust/estate accounts and tax returns prepared by junior members of the team.
You
  • You will be STEP qualified and ideally also have your CTA. You will be able to demonstrate a number of years  experience of advising on trust taxation, IHT and estate planning matters.
  • You will thrive in a supportive environment will enable you to develop your career and work towards Director and Partner level.

To apply simply contact John at Pro Tax on

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.

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Position Requirements
10+ Years work experience
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