Trust Assistant Manager - Manager

Responsibilities

• Managing a portfolio of UK resident trust clients.
• Preparing and reviewing trust accounts and trust tax returns.
• Overseeing trust compliance and administration activities.
• Assisting with inheritance tax (IHT) planning and succession planning projects.
• Supporting trust restructuring and wealth preservation assignments.
• Preparing technical reports and client recommendations.
• Attending client meetings and supporting business development initiatives.
• Liaising with clients, solicitors, financial advisers and HMRC.
• Reviewing work prepared by junior staff members.
• Mentoring, training and developing junior colleagues.
• Ensuring all client and statutory deadlines are met.

Requirements

• Trust Assistant Manager / Manager ACA, CTA or STEP qualified.
• At least 3-5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
• Strong experience preparing and reviewing trust accounts.
• Experience completing trust tax returns and managing trust compliance work.
• Good understanding of UK trust taxation and private client tax matters.
• Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.
• Strong client relationship and communication skills.
• Ability to manage multiple priorities and deadlines effectively.
• Experience supervising or reviewing junior team members' work is desirable.

Core Competencies

Demonstrates expertise in managing trust portfolios, preparing trust accounts, and ensuring compliance with UK trust taxation. Strong ability to mentor junior staff and maintain client relationships while meeting statutory deadlines.