Trust Senior / Assistant Manager

Specialism:
Personal Tax Jobs, Trusts Jobs
Job Title:
Tax Senior Jobs
Region:
UK & Ireland Tax Jobs
Location:
Greater London Tax Jobs
City:
City of London Tax Jobs, London Tax Jobs
Salary:
£50,000 to £60,000 per annum
Salary Description:
£50000 - £60000 per annum
Posted:
24-Dec-24
Job Ref:
JO0000015444

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.

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