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Base pay range
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Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK 🌎🌟
Job Title: Trust Senior - Assistant Manager
Location: City of London - hybrid working schedule
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
Seniority level
- Executive
Employment type
- Full‑time
Job function
- Accounting/Auditing
Industries
- Accounting
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Trust Senior employer: Insite Group
Join a highly regarded accountancy practice in London that prioritises employee growth and development. With a supportive and collaborative work culture, you'll benefit from clear career progression, full study support, and flexible working arrangements, all while gaining diverse experience across audit, accounts, and tax. This is an excellent opportunity for ambitious part-qualified accountants looking to accelerate their careers in a dynamic environment.
