Trust Tax Assistant Manager/Manager

AJ Chambers ®; Greater London; On-site; GBP 52,000 - 76,000; Full time

Job summary

AJ Chambers seeks a skilled private client trust professional to join our Trust Team in the UK, handling accounting, administration and tax affairs for UK resident trusts and assisting on non-UK trusts and advisory work.

The role requires ACA, CTA or STEP, 3–5 years' experience in private client trust accounting, strong Word and Excel, and ability to mentor juniors and meet HMRC deadlines with initiative.

Qualifications

• ACA, CTA or STEP qualified.
• 3–5 years of experience in private client trust accounting and tax reporting.
• Experience with family offices, landed estates and high net worth families is advantageous but not essential.
• Ability to work as part of a team with minimal supervision and to develop junior staff.
• Organised and able to manage a portfolio of clients, ensuring deadlines are met.
• Shows initiative and resilience with a positive, learning mindset.
• Good computer skills including Word and Excel.

Responsibilities

• Manage a mixed portfolio of UK resident trust clients and the annual compliance work (trust accounts and self-assessment tax returns).
• Assist senior staff on advisory work, including IHT planning, succession planning and wealth preservation and trust restructuring reports.
• Prepare and attend client meetings and liaise with clients, co-professionals and HMRC.
• Prioritise and organise own work to meet client and HMRC deadlines with independence and initiative.
• Mentor and develop junior staff through delegation and review of work.

Skills

Attention to detail

Organisational skills

Mentoring

Initiative

Communication

Word/Excel proficiency

Education

ACA, CTA or STEP

Tools

CCH Trust Accounts

CCH Personal Tax

Job description

Become a key member of our Trust Team looking after and managing the accounting, administration, and tax affairs of UK resident trusts. The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, estates, and personal tax, if desired. The role will also involve assisting on the delivery of advisory work.

• Responsibility for a mixed portfolio of UK resident trust clients and the annual compliance work, including trust accounts and self-assessment tax returns.
• Assisting senior staff on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, succession planning and wealth preservation, and trust restructuring.
• Preparation and attendance at both existing and potential new client meetings.
• Correspondence and liaison with clients, co-professionals and HMRC, including promptly dealing with routine correspondence received in connection with those clients.
• Prioritising and organising own work to ensure a consistently high standard of client care and to meet both client and HMRC deadlines through working independently and taking initiative in dealing with clients’ affairs.
• Training and development of junior members of staff, through mentoring and delegating, and reviewing work.

A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous, but training will be provided.

Qualifications/education required

• ACA, CTA or STEP qualified
• The successful candidate is likely to have at least 3-5 years of experience of working within the private client department of an accountancy or legal practice, with experience of trust accounting and tax reporting.
• Some experience of working with family offices, landed estates and high net worth families would be advantageous but not essential.
• Ability to work as part of a team with minimal supervision, and to support the development of junior members of the team.
• Takes care to produce reliable work to a high standard with a keen eye for detail.
• Organised and able to manage a portfolio of clients, ensuring that all deadlines are met.
• Shows initiative and independently seeks to resolve issues faced.
• Motivated and resilient with a positive outlook, and a willingness to learn and develop.
• Good computer skills including a sound knowledge of Word and Excel.