Job Title

BPA Recruitment are working with a number of established London Accountants for the hiring of this position. We are seeking a skilled Trust Assistant Manager/Manager to become a key member of our clients specialist Trust Team, supporting the accounting, administration, and tax affairs of a diverse range of UK resident trusts. The work is varied, technical, and high quality, with opportunities for a Trust Assistant Manager/Manager to broaden their experience into non-UK resident trusts, estates, and personal tax compliance and advisory work. As a Trust Assistant Manager/Manager , you will take responsibility for a mixed portfolio of trust clients, overseeing annual compliance requirements and contributing to the delivery of advisory projects. This role is ideal for someone with strong technical knowledge who is looking to take ownership of client relationships while playing an active part in the development of junior colleagues. Main Duties Manage a varied portfolio of UK resident trust clients, including trust accounts and self-assessment tax returns Assist senior colleagues with advisory assignments, including reports on IHT planning, succession planning, wealth preservation, and trust restructuring Prepare for and attend meetings with existing clients and prospective new clients Liaise with clients, co-professionals, and HMRC, ensuring timely handling of all correspondence Organise and prioritise your workload to deliver high-quality client care and meet all relevant deadlines Support, mentor, and review the work of junior staff members as part of their ongoing development Undertake additional duties as reasonably required Equipment Used Familiarity with CCH Trust Accounts and CCH Personal Tax would be advantageous, although training will be provided. Qualifications / Experience Required ACA, CTA, or STEP qualified Typically 35 years experience within a private client or trust-focused department in an accountancy or legal practice Experience in trust accounting and tax reporting essential Exposure to family offices, landed estates, or high-net-worth clients beneficial but not essential Skills & Attributes Ability to work effectively as part of a team with minimal supervision Strong attention to detail and commitment to producing high-quality, reliable work Well-organised, capable of managing a portfolio and meeting deadlines Proactive, motivated, and able to independently resolve issues Positive, resilient, and eager to learn and develop Strong IT skills, including good working knowledge of Word and Excel This role offers an excellent opportunity for an ambitious Trust Assistant Manager/Manager to take on meaningful responsibility, develop their advisory skills, and play a central part in delivering an exceptional service to trust clients. TPBN1_UKTJ