Assistant Manager - Private Wealth & Family Office

TMF Group; United Kingdom; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading administrative services provider in London is looking for an Assistant Manager - Private Wealth & Family Office to support in managing trust and charity clients. The ideal candidate has strong interpersonal skills and at least 3 years of client-facing experience, with a proactive attitude towards growth. This hybrid role offers competitive benefits, including private medical insurance and discretionary bonuses.

Benefits

Private medical insurance

Life assurance (4x salary)

25 days holiday

Discretionary bonus eligibility

Discounted gym memberships

Technology hire purchase scheme

Qualifications

• 3+ years in a client-facing environment, preferably with private clients and trusts.
• Confident interactions with senior stakeholders.
• Ability to manage tasks independently.

Responsibilities

• Preparing year-end accounts for trusts and charities.
• Preparing trust and charity tax returns.
• Liaising with HMRC on enquiries.

Skills

Interpersonal skills

Communication skills

Detail-oriented

Proactive

Client-facing experience

MS Office proficiency

Education

Minimum 3 A-levels and 5 GCSEs (A-C) including English and Maths

CTA or ACA part/full qualified, or qualified by experience

STEP membership is a plus

Job description

Social network you want to login/join with:

Assistant Manager - Private Wealth & Family Office, United Kingdom

Client: TMF Group

Location: London, UK

Job Category: Other

-

EU work permit required: Yes

Job Reference: b9930f46a90c

Job Views: 26

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

DISCLAIMER: 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 approached for payment or asked to make a purchase, it is likely fraudulent. Please verify the role on our official website.

ABOUT TMF GROUP

TMF Group is a leading provider of administrative services, helping clients invest and operate safely worldwide. With over 11,000 colleagues across 125 offices in 87 jurisdictions, we offer opportunities for talented individuals from diverse backgrounds to grow and advance within our organization.

DISCOVER THE ROLE

Based in our London office, you will support the Head of Private Wealth & Family Office in managing a diverse portfolio of trust and charity clients. You will prepare trust tax returns and accounts, ensuring accuracy and timely delivery. This role offers career development in a supportive, flexible, and collaborative environment, with a hybrid working model (two days in-office, three days remote).

KEY RESPONSIBILITIES

• Preparing year-end accounts and supporting schedules for trusts and charities
• Preparing trust and charity tax returns
• Reviewing and updating charity policies annually
• Understanding and applying the Charities SORP and guidance
• Preparing inheritance tax and ATED returns
• Attending trustee meetings and preparing minutes
• Reviewing trainee work in some cases
• Liaising with HMRC on enquiries
• Working with clients, trustees, and advisors for seamless service
• Building relationships with clients and the wider team
• Monitoring client profitability and assisting with debt collection
• Enhancing existing processes and supporting business development
• Keeping updated on UK tax changes

KEY REQUIREMENTS

• Strong interpersonal skills to build client and colleague relationships
• Excellent communication skills, confident with senior stakeholders
• Experience in private client work, preferably trusts
• Proactive, self-managing, detail-oriented
• Enthusiastic about growth and development
• CTA or ACA part/full qualified, or qualified by experience, with at least 3 years in a client-facing environment
• Membership of STEP is a plus
• Proficiency in MS Office and in-house packages
• Minimum 3 A-levels and 5 GCSEs (A-C) including English and Maths

WHAT’S IN IT FOR YOU

• Private medical insurance
• Life assurance (4x salary)
• 25 days holiday
• Discretionary bonus eligibility
• Technology hire purchase scheme
• Discounted gym memberships, travel, cinema tickets, high street vouchers, and more