Trusts Assistant Manager - Private Client Advisory (London)

Clark Wood; Greater London; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Benefits

Job summary

Clark Wood is recruiting a Trusts Assistant Manager / Manager in London to take ownership of a mixed portfolio of UK resident trusts, handling accounting, administration and tax affairs. The role offers exposure to non-UK trusts and estate work, with advisory projects on IHT planning, succession, wealth preservation and trust restructuring, plus mentoring junior staff.

ACA/CTA/STEP qualifications and 3–5+ years' experience are preferred, strong client management skills and experience with CCH

Qualifications

• 3–5+ years' experience in Trusts / Private Client Tax.
• ACA, CTA and/or STEP qualifications preferred.
• Strong trust accounting and tax compliance knowledge.
• Ability to manage client relationships and portfolio ownership.

Responsibilities

• 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 deadlines.
• Supporting senior team members with complex Trust and Private Client advisory work.
• Preparing reports covering IHT planning, succession planning and wealth preservation.
• Attending meetings with clients and prospective new clients.
• Liaising with clients, advisers and HMRC.
• Building and maintaining strong client relationships.
• Taking ownership of your portfolio and resolving issues.
• Mentoring junior staff and reviewing work.
• Exposure to non-UK trusts and personal tax work.

Skills

Trusts experience

Client relationship management

Advisory work

Education

ACA/CTA/STEP qualification

Tools

CCH Trust Accounts

CCH Personal Tax

Job description

Clark Wood is recruiting a Trusts Assistant Manager / Manager in London to take ownership of a mixed portfolio of UK resident trusts, handling accounting, administration and tax affairs. The role offers exposure to non-UK trusts and estate work, with advisory projects on IHT planning, succession, wealth preservation and trust restructuring, plus mentoring junior staff.

ACA/CTA/STEP qualifications and 3–5+ years' experience are preferred, strong client management skills and experience with CCH