01372 253350      connect@carlton-recruitment.com

Job Details


Location: London

Permanent Full Time

Salary: £50,000 - £70,000 base + bonus

As a Senior Manager Fiduciary/Trust Services you will reporting directly to the Director. In this role you will be expected to assist and control the group operations as well as interacting with business partners and providers in Europe and worldwide.

Key Responsibilities:

  • Managing a collection of client/structures across various jurisdictions in direct contact to clients
  • Maintain relationships with clients while providing them high levels of services
  • Helping the firm accounting department involving preparation of accounts for trusts and overseas entities
  • To engage with business partners and providers in Europe and worldwide
  • To develop and sustain the high standard and growth within company
  • To assist with winning new clients and managing the successful delivery of projects ensuring technical excellence
  • To supervise the management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies
  • To carry out statutory and governance work (including production of minutes) for companies across various jurisdictions within filing deadline
  • To be liable for the financial management over the Group, producing regular financial reports, such as budgets or cash flow forecasts
  • Intense participation with business development, participation in marketing the business and take on process of any new business
  • To retain client financial records
  • To examine tax requirements and to inform clients on the results
  • To communicate with HMRC on a variety of matters

Key Requirements:

  • Minimum of 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy firm
  • Solid technical knowledge in international tax affairs, trust, wealth management and knowledge within the private client field
  • Experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax

· Very familiar with profit and loss statements and budgeting

  • Knowledge in administration services for high-net-worth clients
  • Advanced knowledge and knowledge with in-house trust accounting
  • Enhanced knowledge of trust transaction coding, fiduciary income tax, principal and
  • income accounting, interpretation of trust documents
  • A high-level of knowledge of the trust administration business, industry trends and best
  • practices.
  • Excellent knowledge of accounting and VAT
  • Exceptional technical and working knowledge of complex Fiduciary Structures
  • Excellent working knowledge of Company and Trust law and statutory and regulatory obligations
  • Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially)


  • Good interpersonal skills
  • Strong work ethic and a flexible attitude to work
  • Establish guidance on maintaining best practices and industry trends in
  • Excellent knowledge of accounting software's is required (preferably IRIS (AP, BT, PT), Clearbooks and Xero)
  • Proactive and well organized
  • Excellent communication skills and relational abilities
  • Good analytical skills
  • Ability to work both independently and in team
  • Ability to produce quality work to strict deadline


  • Master degree in Economics, Finance, Law or professional equivalent
  • Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable

Disclaimer: Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants within 14 days then unfortunately you have not been shortlisted for this role.


Closing date for applications: March 10, 2023

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Contact Info

Head Office: Carlton Recruitment Solutions Ltd Global House, 1 Ashley Avenue, Epsom,
Surrey KT18 5AD

01372 253350


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