Trusts & Estates Assistant Manager — Hybrid London

Taxation; Greater London; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work 2–3 days/week

Bonus

Benefits package

Job summary

Taxation in London is seeking a qualified professional to oversee a high-end portfolio of trusts and estates, managing related accounts, tax returns and compliance.

The role includes supervising junior advisers, collaborating with senior managers and partners on planning projects, and potential progression to Manager/Senior Manager. STEP/ATT/ACA experience is ideal but not essential. Hybrid work 2–3 days weekly. Salary £55k–£65k + benefits and bonus.

Qualifications

• Experience advising on trusts and estates accounts and tax returns.
• Strong client relationship management and communication skills.
• Ability to supervise junior advisers and collaborate with partners on projects.
• Hybrid working with London-based role, 2–3 days per week.

Responsibilities

• Oversee a high-end portfolio of UK domestic trusts with scope for offshore trusts advice.
• Prepare and review trust and estates accounts and tax returns, ensuring compliance.
• Supervise a team of junior trusts advisers and support senior managers and partners on ad hoc planning.
• Interact with clients and third parties to maintain strong relationships.

Skills

Client relationship management

Trusts & estates tax

Team supervision

Effective communication

Education

STEP/ATT/ACA preferred

Job description

Taxation in London is seeking a qualified professional to oversee a high-end portfolio of trusts and estates, managing related accounts, tax returns and compliance.

The role includes supervising junior advisers, collaborating with senior managers and partners on planning projects, and potential progression to Manager/Senior Manager. STEP/ATT/ACA experience is ideal but not essential. Hybrid work 2–3 days weekly. Salary £55k–£65k + benefits and bonus.