Assistant Manager - Tax Trust & Estate Compliance and Reporting

An exciting opportunity for an Assistant Manager in Tax Trust and Estate Compliance, based in London. Join a collaborative, international team delivering high-quality compliance across a diverse client portfolio. You'll handle preparation and review of UK trust and estate returns while supporting wider tax services. The firm offers an inclusive culture, strong wellbeing focus, and ongoing training to support your professional growth.

What you’ll do:

• Prepare UK Trust and Estate Tax returns with meticulous accuracy, calculate tax liabilities, and ensure timely submission to HMRC using industry-standard software.
• Complete online registration processes for trusts via the HMRC Trust Registration Service (TRS), maintain detailed records of all registrations, and manage annual declarations as well as periodic updates.
• Undertake online reporting of Capital Gains related to the disposal of UK property, ensuring all relevant information is captured accurately for regulatory purposes.
• Appeal penalty notices efficiently by liaising with HMRC representatives and providing clear documentation to resolve issues promptly.
• Prepare UK Inheritance Tax Returns for Trusts (IHT100), calculate associated taxes due, and submit all required forms to HMRC within set deadlines.
• Assist with calculations relating to Relevant Income and Stockpiled Gains when required by management or client needs.
• Support additional tax service lines such as Jersey Corporate and Pension tax returns, Annual Tax on Enveloped Dwellings (ATED), Construction Industry Scheme (CIS), following appropriate training provided by the organisation.
• Maintain internal records diligently to track deadlines for all submissions, ensuring that no key dates are missed throughout the year.
• Follow internal procedures rigorously to uphold risk management standards, comply with anti-money laundering legislation, and meet all regulatory requirements.
• Review legal and tax advice where necessary, interpret recommendations effectively, and implement changes in line with best practice guidelines.

What you bring:

• Demonstrate exceptional attention to detail in preparing complex trust and estate tax returns while managing multiple tasks simultaneously within strict deadlines.
• Showcase strong organisational abilities by maintaining accurate records of all trust registrations, submissions, and declarations across various jurisdictions.
• Utilise effective communication skills when dealing with clients, intermediaries, HMRC officials, or internal colleagues across different offices worldwide.
• Bring prior experience working within a tax environment—ideally involving trust or estate compliance—and familiarity with CCH or similar tax reporting software (training can be provided if needed).
• Hold or be working towards a recognised professional qualification such as ATT, ACCA, ACA or STEP; part-qualified candidates are encouraged to apply as well.
• Display general proficiency in reading financial statements to inform accurate completion of tax returns or related documents.
• Exhibit a thorough understanding of risk management principles as they relate to regulatory requirements including anti-money-laundering legislation.
• Commitment to ongoing professional development by adhering to CPD requirements according to your qualification level and company policy.
• Ability to review legal or technical advice critically before implementing recommended actions into daily workflows.

What sets this company apart:

This organisation stands out for its unwavering commitment to inclusion and employee wellbeing. By fostering an environment where everyone feels welcome regardless of background or lived experience, it creates space for genuine collaboration among colleagues from diverse locations such as Jersey, Mauritius, British Virgin Islands, Guernsey, Isle of Man, UAE, and London. The company actively supports flexible working arrangements so you can balance personal commitments alongside professional responsibilities. Training opportunities are embedded into the culture—whether you need support mastering new software tools or wish to pursue further qualifications through structured CPD programmes. Employees are encouraged not only to share knowledge but also participate fully in shaping workplace policies that reflect shared values around respect and fairness. With robust procedures designed to protect both staff wellbeing and client interests alike this is an employer where your contribution truly matters—and where your career can flourish within a supportive network.

What’s next:

If you are ready to take the next step in your career journey within a supportive team environment focused on excellence in tax compliance services—this is your moment! Apply today by clicking on the link provided; we look forward to learning more about how your expertise can make a difference.