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Trust Senior / Assistant Manager
Top 40 Firm
Overview
An opportunity to join a dedicated Trust Team, managing the accounting, administration, and tax compliance of UK resident trusts. The role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired.
Key Responsibilities
- Prepare annual trust accounts and self-assessment tax returns for family trusts.
- Manage day-to-day trust record-keeping and administration.
- Calculate tax liabilities and advise on payments under self-assessment.
- Correspond with clients, beneficiaries, and HMRC.
- Assist with routine trust planning, such as loss utilisation and beneficiary distributions.
- Oversee compliance work for a personal client portfolio and mentor junior team members.
- Experience with charitable trusts is a plus.
Requirements
- 2-3 years' experience in private client work, ideally with trust accounting and administration.
- Qualified or pursuing ACCA, CTA, or STEP qualifications.
This role provides exposure to high-quality work and the chance to develop expertise in trusts and broader private client services.
