At a Glance
- Tasks: Manage a portfolio of UK and offshore trusts while building long-term client relationships.
- Company: Join a Big 4 firm known for its innovative tax compliance team.
- Benefits: Enjoy hybrid working, private medical care, and six volunteering days annually.
- Other info: Exceptional training and clear progression pathways await you.
- Why this job: Specialise in complex trusts and enhance your expertise in a tech-driven environment.
- Qualifications: ACA, AAT, ATT, CTA or STEP qualification with trust compliance experience required.
The predicted salary is between 40000 - 50000 £ per year.
Do you want to specialise in complex UK and offshore trusts within a Big 4 environment? Enjoy building long‑term relationships with high‑value private clients? Want to join a team at the forefront of tax technology, automation and innovation?
Benefits
- Hybrid working with genuine flexibility
- Private medical + 24/7 virtual GP
- Six volunteering days per year
- Industry‑leading learning & development programmes
- Exceptional internal training, clear progression pathways
About the Firm
Our client is a Big 4 practice renowned for its market‑leading, technology‑enabled Tax Compliance team. Working with an unrivalled range of prestigious UK and international clients, the team combines technical excellence with innovation through significant investment in automation, robotics, and digital tax solutions. This environment offers exceptional exposure, professional development, and the opportunity to specialise in complex technical areas. Within this division, the dedicated Trust Compliance Team delivers trust accounts, trust tax returns and Inheritance Tax returns for some of the UK's most significant trusts, alongside a diverse offshore trust portfolio. The breadth and complexity of work make this an outstanding platform to deepen your technical expertise and progress within a truly specialist team.
Your New Role
As a Trust Tax Assistant Manager, you will manage your own portfolio of UK and offshore trusts, acting as a key point of contact while cultivating long‑term client relationships. You will prepare and review trust accounts, trust returns, IHT returns and TRS filings, ensuring accuracy and timely delivery across all compliance areas. You will also contribute to financial management, spotting consulting opportunities arising from compliance work, and play a key role in supporting and developing junior team members.
Key Responsibilities
- Managing a portfolio of UK and offshore trusts as main client contact
- Preparing and reviewing trust accounts, trust tax returns, IHT returns and TRS submissions
- Delivering accurate ad‑hoc tax calculations within tight timeframes
- Supporting engagement profitability and workflow efficiency
- Identifying advisory opportunities emerging from compliance activity
- Mentoring and developing junior team members
Qualifications
- ACA, AAT, ATT, CTA or STEP qualification (or international equivalent)
- Strong private client tax background with hands‑on trust compliance experience
- Experience preparing trust accounts, trust returns and IHT returns
- Ability to manage deadlines and juggle multiple deliverables
- Good working knowledge of Microsoft suite
Contact
Want to find out more? Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892.
Trusts Tax Compliance - Assistant Manager Manchester employer: PRO-TAX RECRUITMENT LIMITED
As a leading Big 4 firm, we pride ourselves on fostering a dynamic work culture that champions innovation and professional growth. Our Manchester office offers hybrid working options, exceptional training programmes, and a commitment to employee well-being, including private medical care and volunteering opportunities. Join us to specialise in complex trust tax compliance while building lasting relationships with prestigious clients in a supportive environment that values diversity and inclusion.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Tax Compliance - Assistant Manager Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like PRO-TAX RECRUITMENT LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trusts Tax Compliance - Assistant Manager Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PRO-TAX RECRUITMENT LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on PRO-TAX RECRUITMENT LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PRO-TAX RECRUITMENT LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at PRO-TAX RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PRO-TAX RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
