Trust and Estate Manager

Town/City:Shoreditch

Salary/Rate:£58,000 - £65,000

Job type:Perm

County:London

Sector:Finance & Accountancy Practice

Job ref:ECOKRTMLDN1

Post Date:05. 01. 2026

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Meet Our Recruiter

Jimmy

Director - Public Practice & Transactional Finance

01273 077004

contact@ecorecruitmentgroup.com

About the Role

📍 London (Hybrid – 3 days office / 2 days WFH) | Full-Time | Trusts & Estates

We’re looking for an experienced Trust and Estate Manager to join a well-established and highly regarded Trusts & Estates team in London. You’ll work with a broad and high-quality client base, including trusts, estates, private charities, and high-net-worth families, while leading a team and delivering technically strong advisory and compliance services.

This is an excellent opportunity for someone looking to deepen their expertise in trusts and estates while playing a visible role in client relationships, team leadership, and business development.

What You’ll Do

Manage and review trust and estate compliance and advisory work
Oversee annual trust and estate accounts and tax returns
Provide technical advice on trust formation, reorganisations, IHT planning, APR and BPR
Lead, train, mentor, and appraise members of the trusts team
Manage workflow, billing, WIP, and debtor control to meet financial targets
Ensure all statutory deadlines and key dates are met
Collaborate with in-house tax teams and solicitors to deliver joined-up client solutions
Maintain and develop strong relationships with solicitors and professional referrers
Identify and pursue business development opportunities across trusts, estates, CGT and IHT
Build and grow your own professional network

What We’re Looking For

Proven experience within a Trusts and Estates team
Strong technical knowledge of trusts, IHT, CGT, APR and BPR
Experience managing and developing professional staff
STEP qualified or willing to work towards STEP
ATT / CTA or accountancy qualification beneficial but not essential
Confident communicator with strong client relationship skills

What’s on Offer

Competitive salary
25.5 days holiday + bank holidays, with holiday buy options
Hybrid and flexible working
Contributory pension, life assurance, and income protection
Private medical insurance, health cash plan, and annual flu jab
Employee Assistance Programme and wellbeing support
Monthly recognition awards linked to culture and values
Clear progression routes with funded training and CPD
Inclusive, family-friendly policies and ESG initiatives
Paid volunteering day each year
Travel benefits including cycle to work and interest-free loan schemes

Apply Today

Join a leading Trusts & Estates team where your expertise, leadership, and ideas will make a real impact.

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Eco Recruitment Group is an equal opportunity recruiter. We welcome candidates from all backgrounds.
⚠️ Please ensure you meet UK right-to-work requirements before applying.

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