Trusts Assistant Manager - Private Client Advisory

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

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.