Trust and Estate Manager

📍 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.