IHT, Trusts & Estates Assistant Manager

Job Title:

IHT, Trusts & Estates Assistant Manager

Hybrid Working – Cardiff CF10 / Remote

Monday to Friday, 35-hour week (Flexitime)

IHT, Trusts & Estates Senior Manager

£44,000 - £52,000

BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups. With a legacy spanning over 130 years, we’ve evolved into a modern, purpose-driven business that balances profit with impact.

We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting-edge expertise and a personal touch.

We believe all clients deserve the same level of care, innovation, and excellence.

As IHT, Trusts & Estates Assistant Manager, you will play a pivotal role in coordinating and leading teams to ensure effective delivery of client work. You will support the management of varied client portfolios through a team of supervisors, seniors, and trainees, while also contributing to departmental resource planning.

Your responsibilities will include maintaining high levels of client satisfaction, communicating the firm’s strategic direction as set by the Executive Committee, and supporting managers with recruitment and people-related processes. You will also be involved in preparing and reviewing trust and estate accounts and tax returns, drafting forms IHT
400 and IHT
100, and producing advisory work for both UK and international trusts. In addition, you will actively contribute to wider departmental strategy and business objectives.

• Organise teams as needed, managing the progress, delivery of the team’s work and reporting to senior leadership/stakeholders
• Assist with/directing work on varied client portfolios of clients through a team of supervisors, seniors and trainees
• Participate in departmental resource planning
• Assist the heads of department in implementing departmental budgets and new initiatives; sharing technical knowledge via supervisors with seniors and trainees
• Ensure clients are satisfied with the service they’re receiving from BKL
• Articulate the direction of the firm as set by the Executive Committee
• Develop the experience of building the department through People processes by supporting managers with recruitment
• Ensure that the client base is informed of technical updates that may affect their affairs

• ACA/CTA/TEP, but QBE also considered
• Leadership experience
• Experience with trust and estate Tax Returns and accounts
• Experience of drafting advisory work (to be reviewed by more senior level)
• Ability to take action and can start to direct people
• Capability to support vision and strategy, and build trust
• Commerciality awareness

We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is.

• Think Big – Be curious, brave, and open to new ideas.
• In It Together – Collaborate, care, and build an inclusive culture.
• Take Pride – Strive for excellence and believe in your impact.
• Do the Right Thing – Act with integrity, honesty, and fairness.
• Enjoy It – Bring your whole self to work and have fun doing it.

At BKL, we’re committed to creating a people-first workplace where everyone can thrive. We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career.

• Private Medical Insurance (PMI) – including mental health cover, hospital treatment & 24/7 GP access
• Health Cash Plans – covering everyday costs like dental, optical & physiotherapy and an Employee Assistance Programme
• Pension scheme – helping you save for retirement in a tax-efficient way
• Group Life Assurance – peace of mind with financial protection for your loved ones
• Cashback & savings portal – discounts across hundreds of high-street and…