Trust Manager

At Buzzacott, we’re an independent and growing professional services firm based in the City of London, with a satellite office in Hong Kong. Partner-led and people-focused, we deliver market-leading expertise and exceptional service across a variety of sectors. We’ve evolved from being just accountants to trusted advisers, building lasting relationships with our clients while fostering a supportive and collaborative culture within our teams.

Our Private Client team consists of around 35 team members and 4 partners – each with their own specialism. The core of the work focuses on providing clear and practical advice to high-net-worth individuals and their families in the UK and abroad. Assessing the opportunities available to our clients, by helping to structure their affairs to minimise their tax liability and preserve their property for future generations.

The Role

Services provided to our clients ranges from a full service where we provide trust management as well as the preparation of the trust accounts and the trust tax returns. Other clients we provide tax returns only and ad hoc advice when requested to. The team has a strong focus on providing advice to beneficiaries/settlors and trustees of non-UK trusts where there is a UK resident beneficiary and they require assistance in reporting the trust distributions on their tax returns.

The main duties of the role will be to manage and grow a portfolio of trust clients which include both UK based and offshore trusts. Many of our clients have an international focus and we work closely with advisors in other jurisdictions. In addition, the role will also require the provision of daily, flexible, proactive support to the Partners and Directors, contributing to the efficiency of the team and assisting with training more junior members.

The role requires a reliable person who demonstrates a genuine interest in furthering their career in tax. The successful candidate must be able to demonstrate their commitment to self-development and show interest in learning from, and supporting, the team.

The candidate will be CTA qualified and have experience working in a similar role.

What you will be doing

• Review of the trust accounts and tax returns which have been prepared by the junior team members.
• Review of Inheritance Tax 10-year anniversary charges and exit charges
• Corresponding with trustees and beneficiaries regarding distributions and amounts to be reported on their tax returns.
• Ensuring that clients are up to date with the details held on HMRC’s Trust Register requirements
• Responding to queries raised by trustees on your client portfolio.
• Liaising with investment managers to ensure that payments are made in a timely manner.
• Assist the Partner/Director group with writing of advisory reports for clients as requested. These include review of offshore trusts detailing how these are taxed for UK purposes and any reporting requirements for the trustees, reviewing of UK trusts and tax implications of terminating the trust and advice on extracting funds from complex offshore structures.
• Providing strategic tax planning advice to trustees and beneficiaries.
• Actively looking for opportunities for existing clients where they may require specific advice.
• Provide general assistance and support to the wider team where required and assist with the training of junior team members.
• Attend various networking events throughout the year as a Buzzacott representative.
• Assist with writing articles for the website.

What we’re looking for

• CTA qualified (STEP would be beneficial)
• In-depth knowledge of UK tax legislation in relation to trusts.
• Experience of working in a similar role.
• Have the ability to develop professional relationships across various levels.
• Excellent communication skills, both spoken and written.
• Highly organised and reliable.
• Advanced Excel, intermediate Word, Outlook and PowerPoint skills.
• Experience of working with CCH trust accounts and digita.

What you’ll bring

• Analytical skills and strong attention to detail
• Ability to communicate succinctly, both verbally and in writing
• Ability to work on own initiative, but also as part of team
• Ability to develop professional relationships, be approachable, flexible, discreet and diplomatic
• Professionalism, drive and ambition

Why Buzzacott?

We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals who will support your continued development, while you contribute to shaping the growth of both our team and our clients.

We have a firmly embedded approach to flexi-time and support flexible working opportunities to help you manage your work-life balance.

If you are interested in this role, we encourage you to apply directly via the Apply button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to one of our HR Team about the vacancy before applying, contact us at [email protected]

Please note: Our HR Team review and respond to all applications

No agencies please.