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- Tasks: Manage diverse UK resident trusts and engage in complex advisory projects.
- Company: Top 50 Firm, a leader in the Private Client sector with a personable approach.
- Benefits: 25 days leave, hybrid working, private medical care, and a discretionary bonus scheme.
- Other info: Opportunity for professional autonomy and mentoring junior staff.
- Why this job: Elevate your career while making a real impact on high-net-worth clients.
- Qualifications: CTA, STEP, or ACA qualified with experience in trust management.
The predicted salary is between 55000 - 65000 ÂŁ per year.
Are you an ambitious Trust professional looking to elevate your career within a prestigious, award‑winning Private Client team? Do you want to manage a diverse portfolio of high‑quality UK resident trusts while gaining exposure to complex advisory work and non‑UK resident structures? If you are CTA, STEP, or ACA qualified and thrive in a collaborative, HNW‑focused environment, this is the opportunity to transition into a role that offers true variety and professional autonomy.
About the Firm
This Top 50 Firm is widely recognised as a market leader in the Private Client sector, specifically renowned for its expertise in supporting landed estates, family offices, and ultra‑high‑net‑worth individuals. Operating with the scale of a major international player but maintaining a partner‑led, personable approach, the firm provides an exceptional platform for Trust specialists to engage in high‑level tax planning and wealth preservation.
Responsibilities
- Full responsibility for a mixed portfolio of UK resident trust clients, overseeing the entire annual compliance cycle.
- Preparation of complex trust accounts and self‑assessment tax returns, ensuring technical accuracy and HMRC compliance.
- Assisting senior leadership in the delivery of sophisticated advisory projects, including IHT planning and succession strategies.
- Leading trust restructuring projects and wealth preservation reports for multi‑generational families.
- Managing day‑to‑day correspondence and building long‑term relationships with clients and co‑professionals.
- Preparation for and active participation in meetings with both existing and prospective new clients.
As a Trust Assistant Manager / Manager you will:
- Mentor and develop junior members of staff through technical review and proactive delegating.
- Act as a key point of contact for HMRC, managing routine and complex enquiries promptly.
- Utilise CCH Trust Accounts and CCH Personal Tax to deliver high‑standard reporting.
- Work independently to manage portfolio deadlines while contributing to the wider team’s success.
- Identify opportunities for trust restructuring and proactively seek solutions for client affairs.
What You’ll Receive
- 25 days annual leave.
- Ability to buy/sell up to 5 days of holiday.
- Hybrid working: 2–3 days in the office.
- Private medical care.
- Discretionary bonus scheme.
- Enhanced parental leave.
Trust Max Assistant Manager / Manager employer: Austin Rose Associates
Contact Detail:
Austin Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Max Assistant Manager / Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your qualifications and experiences that align with the role. We want to see how you can bring value to their team, so don’t hold back on showcasing your expertise in trust management!
✨Prepare for Interviews
Do your homework before any interview! Research the firm, understand their values, and be ready to discuss how your background fits into their culture. We believe that being well-prepared shows your genuine interest and can set you apart from other candidates.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chances! We streamline the process and ensure your application gets the attention it deserves. Plus, it’s a great way to stay updated on new opportunities that match your skills.
We think you need these skills to ace Trust Max Assistant Manager / Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trust Assistant Manager/Manager role. Highlight your qualifications like CTA, STEP, or ACA, and showcase any relevant experience in managing UK resident trusts.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and the firm. Mention specific projects or experiences that demonstrate your ability to handle complex advisory work and build long-term client relationships.
Showcase Your Team Spirit: Since we thrive in a collaborative environment, make sure to highlight your teamwork skills. Share examples of how you've mentored junior staff or contributed to team success in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at Austin Rose Associates
✨Know Your Trusts
Make sure you brush up on your knowledge of UK resident trusts and the complexities involved. Be ready to discuss specific cases or examples from your experience that highlight your understanding of trust management and compliance.
✨Showcase Your Advisory Skills
Prepare to talk about your experience with IHT planning and succession strategies. Think of scenarios where you've successfully advised clients, and be ready to explain your thought process and the outcomes.
✨Demonstrate Leadership Qualities
As a potential manager, it’s crucial to show how you can mentor and develop junior staff. Share examples of how you've led teams or projects in the past, focusing on your approach to delegation and support.
✨Engage with the Firm's Values
Research the firm’s approach to client relationships and their market position. During the interview, align your answers with their values, especially regarding collaboration and high-net-worth client focus, to show you're a great fit for their culture.