Assistant Trust Manager

Overview

Assistant Trust Manager

Our client - Top Chartered Accountants
London / Hybrid
Full-Time | £55,000 - £58,000 (dependent on experience) plus excellent benefits

Are you passionate about private client work and looking to take the next step in your trust career? Our client, a highly respected firm of chartered accountants, is seeking an Assistant Trust Manager to join their established and growing Trust Team.

This is an excellent opportunity to gain hands-on responsibility, work with a varied and interesting client base, and develop your career within a supportive and collaborative environment.

As Assistant Trust Manager, you will play a key role in the administration, accounting and tax compliance of UK resident trusts, with exposure to non-UK trusts, estates and related personal tax matters.

Key responsibilities will include:

• Preparation of annual trust accounts and self-assessment tax returns
• Day-to-day trust bookkeeping and administration
• Calculation of tax liabilities and advising on payments
• Liaising with clients, beneficiaries and HMRC
• Supporting trust planning work, including distributions and use of losses
• Managing your own portfolio of trust clients
• Assisting with the training and mentoring of junior team members

You are likely to have:

• 2-3 years' experience in private client, trust or personal tax work
• Progress toward, or completion of, ACCA, CTA or STEP qualifications
• Strong attention to detail and organisational skills
• A proactive, resilient and client-focused approach
• Confidence using IT systems and a willingness to learn new software

Experience with
probate, estate accounts, charitable trusts or personal tax would be beneficial, though not essential.

Our client is known for delivering high-quality private client services while maintaining a genuinely supportive and people-focused culture. You ll benefit from:

• A clear path for career progression
• Ongoing training and professional development
• Early client responsibility and exposure to complex work
• A collaborative team environment that values initiative and growth

For further details or to apply in confidence, please contact:
John Corfield at

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.