Trust Senior / Assistant Manager

• As a Trust Senior/Assistant Manager, you'll gain the opportunity to work with a diverse portfolio of high-net-worth individuals and families, managing complex trust structures and providing tailored solutions. This role offers significant exposure to intricate wealth management and estate planning matters, helping you develop expertise in a niche and rewarding area of tax and finance.

Client Details

A well-established UK-based firm, renowned for providing a wide range of professional services in accounting, tax, and advisory. The firm focuses on delivering personalized solutions to individuals, families, and businesses, with particular expertise in areas such as private client services, corporate tax, and wealth management. Known for its strong commitment to client care, integrity, and technical excellence, it combines a rich heritage with a forward-thinking approach to meet the evolving needs of clients.

Description

As a Trust Senior / Assistant Manager, your key responsibilities will involve managing a portfolio of trust and estate clients, preparing annual trust accounts and self-assessment tax returns for family trusts, and handling day-to-day trust record keeping and administration. You'll calculate tax liabilities, advise on tax payments, and correspond with clients, beneficiaries, and HMRC. Additionally, you'll assist managers with routine trust planning, including the utilization of losses and distributions to beneficiaries, while ensuring all annual compliance work is completed for your own client portfolio.

You'll also play an important role in training and mentoring Apprentices, ensuring high-quality work and maintaining client relationships. Experience with charitable trusts is advantageous, but not essential. Knowledge of tools such as CCH Trust Accounts and CCH Personal Tax is a plus, though training will be provided.

We're looking for someone with at least 2-3 years' experience in private client services, ideally with a background in trust accounting and administration. The ideal candidate will be qualified or working towards ACCA, CTA, or STEP, and have a keen eye for detail, strong organizational skills, and a collaborative, proactive attitude. A willingness to learn, adapt to new technologies, and work with minimal supervision is also essential.

Profile

The successful candidate will have at least 2-3 years of experience working within a private client department, ideally with a background in trust accounting and administration. You'll be qualified or working towards ACCA, CTA, or STEP, with a strong understanding of trust accounting, tax planning, and trust administration. A keen eye for detail, excellent organizational skills, and the ability to manage multiple tasks efficiently are key traits.

You should be able to work independently with minimal supervision, while also being a team player willing to collaborate and mentor junior staff. Strong communication skills are essential for liaising with clients, beneficiaries, and HMRC, as well as for providing clear advice. Experience with charitable trusts is advantageous, but not essential, and a proactive, resilient attitude with a willingness to learn and adapt to new technologies will set you apart. Strong IT skills, along with a commitment to delivering high-quality, accurate work, are also important for success in this role.

Job Offer

For the successful candidate, we offer a competitive salary package, along with performance-based incentives and a comprehensive benefits package. You will have the opportunity for professional growth and development, including training and support for ACCA, CTA, or STEP qualifications, as well as exposure to a wide range of high-profile clients in the trust and estate planning sector.

Additionally, you will be part of a collaborative and supportive team, with opportunities to mentor junior staff and take on greater responsibility. The firm offers a flexible working environment, promoting a healthy work-life balance, and provides access to advanced technology and systems to support your day-to-day work. You'll also benefit from continuous learning and career advancement opportunities within a respected, well-established firm.