Trust Senior

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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.

• 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)

• 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

• Executive

• Full‑time

• Accounting/Auditing

• Accounting

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