Assistant Manager - Private Wealth & Family Office

TMF Group; London; Hybrid; GBP 35,000 - 65,000; Full time

Job summary

Join a leading global administrative services provider as an Assistant Manager in Private Wealth & Family Office. This role offers the chance to work with a diverse portfolio of trust and charity clients, preparing tax returns and accounts while ensuring timely delivery. You will thrive in a supportive and flexible environment, contributing to a growing team that values career development. With a hybrid working model, you will enjoy the perfect balance of collaboration and personal productivity. If you are passionate about client service and eager to grow your career, this opportunity is perfect for you.

Benefits

Private Medical Insurance

Life Assurance x4 Base Salary

25 Days Holiday

Group Discretionary Bonus Eligibility

Technology Hire Purchase Scheme

Discounted Gym Memberships

Lifestyle Discounts

Purchase Additional Holidays

Interest-free Season Ticket Loan

Qualifications

• Minimum 3 years in a client-facing, ideally trusts, environment.
• Membership of the Society of Trust and Estate Practitioners (STEP) is beneficial.

Responsibilities

• Prepare trust tax returns and accounts for a diverse client base.
• Liaise with HMRC and assist with client inquiries and debt collection.
• Support the Head of Private Wealth & Family Office in managing clients.

Skills

People Skills

Communication Skills

Attention to Detail

Proactive Work Ethic

Client Relationship Management

Education

CTA or ACA Qualification

Minimum 3 A-Levels

5 GCSEs (A-C) including English and Maths

Tools

Microsoft Office (Word, PowerPoint, Excel, Outlook)

Job description

Wherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings.

Assistant Manager - Private Wealth & Family Office

Job no: 576119
Work type: Full time
Location: London, United Kingdom
Categories: Client Accounting
Office Location: London

We never ask for any kind of payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment or asked to make a purchase, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.

ABOUT TMF GROUP

TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.

DISCOVER THE ROLE

Based in our London office, you will play a key role in supporting the Head of Private Wealth & Family Office in managing a diverse portfolio of trust and charity clients. As part of a small, highly experienced team, you will contribute to the management of an interesting and varied client base, including trusts and grant-making charities. Your primary responsibility will be the preparation of trust tax returns and accounts for the portfolio of clients, ensuring accurate and timely delivery. This is an exciting time to join our growing team, offering numerous opportunities for career development in a supportive, flexible, and collaborative work environment.

We offer a hybrid working model with two days in the office and three days remote, providing the perfect balance between collaboration and personal productivity.

KEY RESPONSIBILITIES

• Preparing year end accounts with supporting schedules for both trusts and grant making charities
• Preparing trust tax returns and annual charity returns
• Reviewing and updating charity policies annually
• Have an understanding of The Charities Statement of Recommended Practice (SORP) and keep up to date with guidance
• Preparing claims, elections and inheritance tax returns for trusts
• Preparing ATED returns
• Attendance at trustee meetings and preparing minutes
• Reviewing the work prepared by a trainee in some cases
• Liaising with HMRC in response to enquiries and ad-hoc queries
• Working directly with clients, and trustees and their other advisors to answer questions to ensure a seamless service
• Building strong relationships with clients, the team and the wider TMF network
• Monitoring client profitability and assisting with debt collection
• Assisting with the enhancement of our existing processes
• Assisting with the preparation of marketing material and business development
• Continually keeping up to date with relevant UK tax changes

KEY REQUIREMENTS

• Excellent people skills to build and retain strong relationships with colleagues and clients
• Excellent communication skills and confidence collaborating with senior stakeholders
• Experience working in the private client field
• An ability to work pro-actively and manage your own tasks
• Excellent attention to detail
• Enthusiasm to grow and develop
• CTA or ACA part or fully qualified or qualified by experience with at least 3 years in a client facing, ideally trusts, environment.
• Membership of the Society of Trust and Estate Practitioners (STEP) would be beneficial.
• Competence in the use of Microsoft Office packages (Word, PowerPoint, Excel, and Outlook) and standard in house packages
• Minimum 3 A –levels and 5 GCSE’s (A-C) including English and Maths

WHAT’S IN IT FOR YOU

• Private medical insurance
• Life assurance x4 base salary
• 25 days Holiday
• Eligibility for Group Discretionary Bonus (based on company then team and individual performance)
• Technology hire purchase scheme
• Discounted gym memberships, Lifestyle discounts– travel discounts, cinema tickets, high street vouchers are just some of the discounts you have access to when you shop online or in store
• Purchase additional holidays
• Interest-free Season ticket loan

Advertised: 18 Dec 2024 GMT Standard Time
Applications close: 31 Jan 2025 GMT Standard Time