Trust Tax Assistant Manager - London
Trust Assistant Manager
Location: London
Seeking a Trust Assistant Manager to join a specialist Trust Team, responsible for the accounting, administration and tax affairs of UK-resident trusts. This role offers varied, high-quality work with the opportunity to assist on advisory projects and, if desired, gain exposure to non-UK trusts, estates and personal tax.
Key Responsibilities
Managing a mixed portfolio of UK-resident trust clients
Preparation of trust accounts and self-assessment tax returns
Assisting senior team members with advisory work including IHT planning, succession planning, wealth preservation and trust restructuring
Preparing for and attending client meetings
Liaising with clients, professional advisers and HMRC
Managing deadlines and maintaining a high standard of client care
Supporting and reviewing the work of junior team members
Systems
Experience with CCH Trust Accounts and CCH Personal Tax is advantageous; training will be provided.
About You
ACA, CTA or STEP qualified
3-5 years' experience in a private client role within an accountancy or legal practice
Strong trust accounting and tax reporting experience
Organised, detail-focused and able to manage a client portfolio
Proactive, collaborative and keen to develop
Desirable
Experience with family offices, landed estates or HNW clients.
Apply
Apply now or contact Lauren McLoughlin on [email protected] or 07929 029526 for a confidential discussion.
________
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.
Recommended Jobs
Physics Teacher
A school that is outstanding in every aspect, are looking to appoint a Physics Teacher to commence a full time, planned absence cover starting after the February half term. ~ Planned absence cover,…
Vehicle Technician
Are you an experienced Vehicle Technician ? Are you trained to City and Guilds Motor Repair/BTEC/NVQ or equivalent qualification? We are currently working with a franchised dealership who are …
Become a Luxury Brand Evaluator in London & Mayfair, UK- Apply Now (Hiring Immediately)
Turn your passion for luxury into a career opportunity. Explore the world of premium brands and make a lasting impact in fashion, beauty, jewelry, or automobiles. Join CXG, the global leader in custo…
Athena Project Manager - Senior Associate
Job Description Are you ready to make an impact at one of the world’s leading financial institutions? Join JPMorgan Chase and help drive the success of our Athena Program—a strategic initiative de…
School Business Manager - Richmond
Are you a senior School Business Manager ready to take a strategic leadership role from January 2026? We are seeking a skilled School Business Manager to join a well-resourced school in Richmond. …
Health Consulting Director
Line of Service Advisory Industry/Sector Health Services Specialism Customer Strategy Management Level Director Job Description & Summary About the role: Join our dy…
School Administrator - Lambeth
School Administrator – Good School in Lambeth Location: Lambeth, London Start Date: January Contract Type: Full-time Salary: Competitive, dependent on experience Are you an organis…
Maths Teacher - Outstanding Secondary School - Lambeth
Maths Teacher – Outstanding Secondary School – Lambeth Are you a passionate and motivated Maths Teacher seeking an exciting opportunity in a high-performing, forward-thinking school? An Outstandin…
Sr. Quantity Surveyor
Provide full cost management and quantity surveying services across healthcare schemes, including refurbishment and new build projects Manage projects from feasibility and cost planning stages thr…
Business Studies Teacher - Mixed Secondary School in Lambeth
Business Studies Teacher – Mixed Secondary School in Lambeth (January Start) Location: Lambeth Start Date: January 2026 Contract Type: Full-time, Permanent Salary: Paid to scale A vi…