Trusts Assistant Manager / Manager London

Clark Wood - Accountancy Practice & Tax Recruitment; Greater London; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Benefits

Professional development

Career progression

Job summary

Clark Wood - Tax Recruitment seeks an experienced Trust Assistant Manager/Manager to lead a portfolio of UK resident trust clients. You will prepare and review trust accounts and self-assessment tax returns, manage annual compliance, and support senior staff on complex advisory work.

The role requires 3–5+ years in Trusts/Private Client Tax, with ACA/CTA/STEP qualifications preferred; experience with high-net-worth clients is advantageous and non-UK exposure may arise.

Qualifications

• 3–5+ years of experience in Trusts/Private Client Tax in a professional environment.
• ACA, CTA and/or STEP qualifications preferred.
• Strong experience in trust accounting and tax compliance; ability to manage client relationships and take ownership of a portfolio.
• Exposure to high-net-worth individuals and families is advantageous.

Responsibilities

• Manage a mixed portfolio of UK resident trust clients.
• Prepare and review trust accounts and self-assessment tax returns.
• Manage annual trust compliance requirements and deadlines.
• Support senior team members with complex Trust/Private Client advisory work.
• Prepare reports on IHT planning, succession planning, and wealth preservation.
• Attend meetings with existing and prospective clients.
• Liaise with clients, professional advisers and HMRC.
• Build and maintain relationships with clients; own your portfolio.
• Delegate work to junior staff and review completed work.
• Support training, mentoring and development of junior staff.
• Potential exposure to non-UK trusts, estates and personal tax work.

Skills

Trust accounting

Tax compliance

Client relationship management

Portfolio ownership

Education

ACA/CTA/STEP

Tools

CCH Trust Accounts

CCH Personal Tax

Job description

Trust Assistant Manager / Manager

Location: London
Salary: £55-75k + Benefits
Clark Wood - Tax Recruitment

The Role

Responsibilities will include:

• Managing a mixed portfolio of UK resident trust clients
• Preparation and review of trust accounts and self-assessment tax returns
• Managing annual trust compliance requirements and associated deadlines
• Supporting senior members of the team with complex Trust and Private Client advisory work
• Preparing reports covering IHT planning, succession planning, wealth preservation and trust restructuring
• Attending meetings with existing clients and prospective new clients
• Liaising directly with clients, professional advisers and HMRC
• Building and maintaining strong relationships with clients
• Taking ownership of your portfolio and proactively identifying and resolving issues
• Delegating work to junior members of the team and reviewing completed work
• Supporting the training, mentoring and development of junior staff
• Potential exposure to non-UK trusts, estates and personal tax work

The Candidate

The ideal candidate will have 3-5+ years' experience working within Trusts / Private Client Tax in an accountancy practice, legal practice or similarly professional environment.

You will ideally be ACA, CTA and/or STEP qualified, although individuals with strong relevant experience are also encouraged to enquire.

You should have good experience of trust accounting and tax compliance, alongside the confidence to manage client relationships and take ownership of a portfolio.

Previous exposure to high-net-worth individuals and families, family offices and/or landed estates would be advantageous but isn't essential.

Experience using CCH Trust Accounts and CCH Personal Tax would also be beneficial, although training can be provided.

What's On Offer?

This is a particularly good opportunity for someone who wants to develop beyond straightforward trust compliance.

You'll be joining a supportive and established team with access to high-quality clients and increasingly complex work, alongside genuine opportunities to develop your technical and advisory experience.

There is scope to become involved in areas including IHT and succession planning, trust restructuring, wealth preservation, estates, non-UK trusts and wider Private Client Tax, making this an excellent long-term opportunity for someone looking to broaden their expertise.

The firm offers a friendly and collaborative working environment, ongoing professional development and genuine scope for career progression.