Trust Senior

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Job Description

Job Title: Trust Senior - Assistant Manager

Location: City of London - hybrid working schedule

Salary: £52,000 - £60,000 (dependent on experience!)

The Role:

Join my client's prestigious Trust Team as a key member, where you'll be responsible for the accounting, administration, and tax affairs of UK resident trusts. This position offers varied, high-quality work with excellent opportunities for professional development, including potential involvement with non-UK resident trusts, deceased estates, and personal tax matters.

Key Responsibilities:

  • Complete self-assessment tax returns for family trusts
  • Maintain day-to-day trust record keeping and support trust administration
  • Calculate tax liabilities and provide guidance on self-assessment payments
  • Manage correspondence with clients, beneficiaries, and HMRC
  • Take ownership of your own portfolio of clients for annual compliance work
  • Assist managers with routine trust planning, including loss utilisation and beneficiary distributions
  • Mentor and train apprentices, contributing to team development
  • Handle charitable trust work (experience advantageous)

The Individual:

  • 2-3 years minimum experience in private client department (accountancy or legal practice)
  • Qualified or studying towards ACCA, CTA, or STEP
  • Working knowledge of CCH Trust Accounts and CCH Personal Tax preferred (full training provided)
  • Excellent IT skills with adaptability to digital transformation
  • Strong attention to detail and commitment to producing reliable, high-standard work
  • Excellent organisational skills with accurate timesheet recording
  • Proactive approach with initiative to identify and resolve potential issues
  • Motivated, resilient, and positive outlook with eagerness to learn and develop

Apply
Location:
City Of London
Job Type:
FullTime
Category:
Science

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