At a Glance
- Tasks: Manage a diverse portfolio of trusts and engage in complex advisory projects.
- Company: Reputable accountancy practice with a supportive and collaborative culture.
- Benefits: Ongoing professional development, career progression, and access to high-quality clients.
- Other info: Opportunity to work on varied projects including IHT planning and wealth preservation.
- Why this job: Join a dynamic team and expand your expertise in trust and private client tax.
- Qualifications: 3-5+ years' experience in Trusts/Private Client Tax and strong client relationship skills.
The predicted salary is between 54000 - 66000 £ per year.
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.
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.
- Preparation and review of trust accounts and self-assessment tax returns
- Supporting senior members of the team with complex Trust and Private Client advisory work
- Preparing reports covering IHT planning, succession planning, wealth preservation and trust restructuring
- Building and maintaining strong relationships with clients
- Supporting the training, mentoring and development of junior staff
- Potential exposure to non-UK trusts, estates and personal tax work
The ideal candidate will have 3–5+ years' experience working within Trusts / Private Client Tax in an accountancy practice, legal practice or similarly professional environment. You should have good experience of trust accounting and tax compliance, alongside the confidence to manage client relationships and take ownership of a portfolio.
Previous exposure to high-net-worth individuals and families, family offices and/or landed estates would be advantageous but isn't essential. Experience using CCH Trust Accounts and CCH Personal Tax would also be beneficial, although training can be provided.
You'll be joining a supportive and established team with access to high-quality clients and increasingly complex work, alongside genuine opportunities to develop your technical and advisory experience. There is scope to become involved in areas including IHT and succession planning, trust restructuring, wealth preservation, estates, non-UK trusts and wider Private Client Tax, making this an excellent long-term opportunity for someone looking to broaden their expertise.
The firm offers a friendly and collaborative working environment, ongoing professional development and genuine scope for career progression.
ASSISTANT MANAGER NEEDED FULL-TIME (Permanent) in London employer: Clark Wood - Accountancy Practice & Tax Recruitment
Join a highly regarded firm of chartered accountants in Penrith, where you will thrive in a supportive and dynamic work culture that values employee development and offers flexible working options. As an Accounts Manager, you will not only manage a diverse portfolio of clients but also play a key role in mentoring junior staff, ensuring your professional growth while contributing to the success of the team. With an excellent salary and benefits package, this is an opportunity for meaningful and rewarding employment in a forward-looking environment.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Recruitment Team
