Trust Assistant Manager / Manager

BPA Recruitment Ltd; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment agency is seeking a Trust Assistant Manager / Manager in Greater London. The role involves managing UK resident trust clients, assisting with advisory projects, and mentoring junior staff. Ideal candidates will be ACA, CTA, or STEP qualified with expertise in trust accounting and a proactive approach to client care. This position offers excellent opportunities for professional growth and a key role in delivering high-quality client service.

Qualifications

• Typically 3-5 years experience in a private client or trust-focused department.
• Experience in trust accounting and tax reporting is essential.
• Exposure to family offices or high-net-worth clients is beneficial.

Responsibilities

• Manage a portfolio of UK resident trust clients.
• Assist with advisory assignments including IHT planning.
• Prepare for and attend client meetings.
• Liaise with clients and HMRC, ensuring timely correspondence.
• Support and mentor junior staff members.

Skills

Teamwork

Attention to detail

Time management

Problem-solving

Proficiency in Word and Excel

Education

ACA, CTA, or STEP qualified

Tools

CCH Trust Accounts

CCH Personal Tax

Job description

Trust Assistant Manager / Manager

BPA Recruitment are working with a number of established London Accountants for the hiring of this position.

We are seeking a skilled

to become a key member of our clients specialist Trust Team, supporting the accounting, administration, and tax affairs of a diverse range of UK resident trusts. The work is varied, technical, and high quality, with opportunities for a

to broaden their experience into non-UK resident trusts, estates, and personal tax compliance and advisory work.

As a Trust Assistant Manager / Manager , you will take responsibility for a mixed portfolio of trust clients, overseeing annual compliance requirements and contributing to the delivery of advisory projects. This role is ideal for someone with strong technical knowledge who is looking to take ownership of client relationships while playing an active part in the development of junior colleagues.

Main Duties

• Manage a varied portfolio of UK resident trust clients, including trust accounts and self‑assessment tax returns
• Assist senior colleagues with advisory assignments, including reports on IHT planning, succession planning, wealth preservation, and trust restructuring
• Prepare for and attend meetings with existing clients and prospective new clients
• Liaise with clients, co‑professionals, and HMRC, ensuring timely handling of all correspondence
• Organise and prioritise your workload to deliver high-quality client care and meet all relevant deadlines
• Support, mentor, and review the work of junior staff members as part of their ongoing development
• Undertake additional duties as reasonably required

Equipment Used

Familiarity with CCH Trust Accounts and CCH Personal Tax would be advantageous, although training will be provided.

Qualifications / Experience Required

• ACA, CTA, or STEP qualified
• Typically 35 years experience within a private client or trust‑focused department in an accountancy or legal practice
• Experience in trust accounting and tax reporting essential
• Exposure to family offices, landed estates, or high‑net‑worth clients beneficial but not essential

Skills & Attributes

• Ability to work effectively as part of a team with minimal supervision
• Strong attention to detail and commitment to producing high‑quality, reliable work
• Well‑organised, capable of managing a portfolio and meeting deadlines
• Proactive, motivated, and able to independently resolve issues
• Positive, resilient, and eager to learn and develop
• Strong IT skills, including good working knowledge of Word and Excel

This role offers an excellent opportunity for an ambitious

to take on meaningful responsibility, develop their advisory skills, and play a central part in delivering an exceptional service to trust clients.

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