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- Managing a portfolio of UK resident trust clients.
<\/span><\/li> - Preparing and reviewing trust accounts and trust tax returns.
<\/span><\/li> - Overseeing trust compliance and administration activities.
<\/span><\/li> - Assisting with inheritance tax (IHT) planning and succession planning projects.
<\/span><\/li> - Supporting trust restructuring and wealth preservation assignments.
<\/span><\/li> - Preparing technical reports and client recommendations.
<\/span><\/li> - Attending client meetings and supporting business development initiatives.
<\/span><\/li> - Liaising with clients, solicitors, financial advisers and HMRC.
<\/span><\/li> - Reviewing work prepared by junior staff members.
<\/span><\/li> - Mentoring, training and developing junior colleagues.
<\/span><\/li> - Ensuring all client and statutory deadlines are met.
<\/span><\/li><\/ul><\/span>Requirements<\/h3>Trust Assistant Manager / Manager<\/b><\/div>ACA, CTA or STEP qualified.<\/span><\/li>At least 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.<\/span><\/li>Strong experience preparing and reviewing trust accounts.<\/span><\/li>Experience completing trust tax returns and managing trust compliance work.<\/span><\/li>Good understanding of UK trust taxation and private client tax matters.<\/span><\/li>Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.<\/span><\/li>Strong client relationship and communication skills.<\/span><\/li>Ability to manage multiple priorities and deadlines effectively.<\/span><\/li>Experience supervising or reviewing junior team members' work is desirable.<\/span><\/li><\/ul><\/div>Desirable Skills<\/b><\/div>Knowledge of CCH Trust Accounts and CCH Personal Tax.<\/span><\/li>Experience of inheritance tax planning and estate planning.<\/span><\/li>Exposure to trusts advisory projects.<\/span><\/li>Strong Microsoft Excel and Microsoft Word skills.<\/span><\/li><\/ul><\/span>Benefits<\/h3>Trust Assistant Manager / Manager<\/b><\/div>Competitive salary with regular reviews<\/span><\/li>Hybrid and flexible working options<\/span><\/li>Independent practice with the intention of staying that way.<\/span><\/li>Generous holiday allowance with option to buy additional days.<\/span><\/li>Pension scheme with employer contribution<\/span><\/li>Life assurance cover<\/span><\/li>Private medical insurance<\/span><\/li>Structured career progression with clear pathways<\/span><\/li>Ongoing professional development and training<\/span><\/li>Family feel to the business with a supportive and collaborative team culture<\/span><\/li>Employee wellbeing initiatives and support programmes<\/span><\/li>Social events and team activities throughout the year<\/span><\/li>Modern offices with good transport links<\/span><\/li>Please contact Andy Irvine on 02038314441<\/span><\/li>andy@TPFrecruitment.com<\/a> <\/span><\/li>Andrew Irvine | LinkedIn for a confidential conversation. <\/span><\/li>Refer a friend...<\/li><\/ul><\/div>We’re keen to remain the leading provider of the best accountancy talent in London and the South -East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South -East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.<\/div><\/div>For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).<\/div><\/span>
