Trust Senior / Assistant Manager

Trust Senior / Assistant Manager

Top 40 Firm

Overview
An opportunity to join a dedicated Trust Team, managing the accounting, administration, and tax compliance of UK resident trusts. The role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired.

Key Responsibilities

• Prepare annual trust accounts and self-assessment tax returns for family trusts.
• Manage day-to-day trust record-keeping and administration.
• Calculate tax liabilities and advise on payments under self-assessment.
• Correspond with clients, beneficiaries, and HMRC.
• Assist with routine trust planning, such as loss utilisation and beneficiary distributions.
• Oversee compliance work for a personal client portfolio and mentor junior team members.
• Experience with charitable trusts is a plus.

Requirements

• 2-3 years' experience in private client work, ideally with trust accounting and administration.
• Qualified or pursuing ACCA, CTA, or STEP qualifications.

This role provides exposure to high-quality work and the chance to develop expertise in trusts and broader private client services.

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