At a Glance
- Tasks: Manage a diverse portfolio of UK resident trusts and engage in complex advisory projects.
- Company: Reputable and growing accountancy practice in London.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Dynamic role with exposure to non-UK trusts and personal tax.
- Why this job: Take ownership of high-quality portfolios and make a real impact in trust management.
- Qualifications: Experience in trust management and strong advisory skills.
The predicted salary is between 51750 - 63250 £ per year.
Location: London
Salary: £55-75k + Benefits
Clark Wood are currently working with a highly regarded and growing accountancy practice who are looking to recruit a Trust Assistant Manager / Manager to join their established Private Client team. This is an excellent opportunity for an experienced Trust professional looking to take ownership of a high-quality portfolio while developing their exposure to more complex advisory work.
The successful individual will become a key member of the Trust team, primarily managing the accounting, administration and tax affairs of UK resident trusts. The work is varied and there will also be opportunities to gain exposure to non-UK resident trusts, estates and personal tax, depending on the individual's interests and experience. Importantly, this isn't a purely compliance-focused position. You will work closely with senior members of the team on advisory projects covering areas including IHT planning, succession planning, wealth preservation and trust restructuring.
The Role Responsibilities will include:
- Managing a mixed portfolio of UK resident trust clients
- Preparation and review of trust accounts and self-assessment tax returns
- Managing annual trust compliance requirements
Trusts Assistant Manager / Manager London employer: Clark Wood - Accountancy Practice & Tax Recruitment Careers
Join a well-established and growing accountancy practice in Hornchurch, where you will thrive in a supportive and professional environment that prioritises employee development. With a focus on personal tax, you'll have the opportunity to work with a diverse portfolio of clients while benefiting from a culture that encourages continuous learning and career progression. Our commitment to excellence ensures that you will be part of a team that values strong client relationships and innovative solutions.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Careers Recruitment Team
