More jobs:
Assistant Trust Manager
Job in
Eastleigh, Hampshire County, EX39, England, UK
Listed on 2026-03-08
Listing for:
Pro-Tax Recruitment
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Accounting & Finance, Tax Accountant -
Accounting
Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
This is an excellent opportunity to gain hands-on responsibility, work with a varied and interesting client base, and develop your career within a supportive and collaborative environment.
The Role As Assistant Trust Manager, you will play a key role in the administration, accounting and tax compliance of UK resident trusts, with exposure to non-UK trusts, estates and related personal tax matters. Key responsibilities will include:
Preparation of annual trust accounts and self-assessment tax returns Day-to-day trust bookkeeping and administration Calculation of tax liabilities and advising on payments Liaising with clients, beneficiaries and HMRC Supporting trust planning work, including distributions and use of losses Managing your own portfolio of trust clients Assisting with the training and mentoring of junior team members About You You are likely to have: 2-3 years' experience in private client, trust or personal tax work Progress toward, or completion of, ACCA, CTA or STEP qualifications Strong attention to detail and organisational skills A proactive, resilient and client-focused approach Confidence using IT systems and a willingness to learn new software
Experience with probate, estate accounts, charitable trusts or personal tax would be beneficial, though not essential. Why Join Our Client? Our client is known for delivering high-quality private client services while maintaining a genuinely supportive and people-focused culture. You'll benefit from: A clear path for career progression Ongoing training and professional development Early client responsibility and exposure to complex work A collaborative team environment that values initiative and growth
How to Apply
For further details or to apply in confidence, please contact:
John Corfield at ________ As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×