Assistant Trust Manager
Pro-tax Recruitment

London
•2 hours ago
•No application
About
Assistant Trust Manager Our client - Top Chartered AccountantsLondon / HybridFull-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. The Role 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 returnsDay-to-day trust bookkeeping and administrationCalculation of tax liabilities and advising on paymentsLiaising with clients, beneficiaries and HMRCSupporting trust planning work, including distributions and use of lossesManaging your own portfolio of trust clientsAssisting with the training and mentoring of junior team members About You You are likely to have: 2-3 years' experience in private client, trust or personal tax workProgress toward, or completion of, ACCA, CTA or STEP qualificationsStrong attention to detail and organisational skillsA proactive, resilient and client-focused approachConfidence using IT systems and a willingness to learn new software Experience with probate, estate accounts, charitable trusts or personal tax wo



