Private Clients Tax Trusts Assistant Manager

TN United Kingdom; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading firm in London is seeking a Private Clients Tax Trusts Assistant Manager to join their growing team. This role involves delivering tax compliance and planning for Trust clients. The ideal candidate will be newly qualified and eager to develop their career in a supportive environment.

Benefits

Private medical insurance

Life assurance

Pension scheme

Hybrid working

Generous holiday package

Funding for professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Manage workload effectively to meet deadlines.
• Strong written communication skills to explain technical issues.

Responsibilities

• Deliver high-quality service to Trust clients.
• Manage portfolio administration, including compliance and tax returns.

Skills

Communication

Interpersonal Skills

Education

ACA/CTA/STEP or equivalent

Job description

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Private Clients Tax Trusts Assistant Manager, London

Client: SW Group

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: afe0e242ff99

Job Views: 4

Posted: 12.05.2025

Expiry Date: 26.06.2025

Job Description

We are seeking a talented newly qualified team member to join our Private Tax team in London, responsible for delivering annual tax compliance and planning work for a wide-ranging portfolio of Trust clients.

As an Assistant Manager, you will be part of the delivery team handling client compliance, planning work, routine checks, and practice development. This is a great opportunity for a newly qualified tax professional to develop their career in a growing, supportive team.

Opportunities are available in the following locations:

• Cambridge
• Guildford
• Leeds / Harrogate
• London
• Newcastle
• Salisbury

Responsibilities

• Deliver high-quality service to Trust clients
• Manage portfolio administration, including compliance, accounts, tax returns, and computations
• Identify planning opportunities
• Prepare reports for clients
• Respond to client inquiries regarding trust tax affairs

Qualifications

To be successful, you should:

• Manage workload effectively to meet deadlines
• Have strong written communication skills to explain technical issues clearly
• Possess good interpersonal skills for liaising with clients and staff
• Meet deadlines and respond promptly to client needs
• Support staff and assist Directors as needed

Education and Qualifications

• ACA/CTA/STEP or equivalent (preferred)

Experience and Skills

• Experience in a professional services firm
• Good knowledge of personal tax compliance, with some exposure to planning/advisory work
• Excellent written and oral communication skills
• Strong interpersonal skills

Additional Benefits

As a colleague at S&W, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension scheme
• Hybrid working (role dependent)
• Generous holiday package and options to purchase extra
• Shared parental leave
• Funding for professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to creating an inclusive workplace. We welcome reasonable adjustments during the application process. Please inform your Recruiter if needed.