Job Title: Trust Senior - Assistant Manager Location: City of London - hybrid working scheduleSalary: £52,000 - £60,000 (dependent on experience!) 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.Key Responsibilities:Complete self-assessment tax returns for family trustsMaintain day-to-day trust record keeping and support trust administrationCalculate tax liabilities and provide guidance on self-assessment paymentsManage correspondence with clients, beneficiaries, and HMRCTake ownership of your own portfolio of clients for annual compliance workAssist managers with routine trust planning, including loss utilisation and beneficiary distributionsMentor and train apprentices, contributing to team developmentHandle charitable trust work (experience advantageous)The Individual: 2-3 years minimum experience in private client department (accountancy or legal practice)Qualified or studying towards ACCA, CTA, or STEPWorking knowledge of CCH Trust Accounts and CCH Personal Tax preferred (full training provided)Excellent IT skills with adaptability to digital transformationStrong attention to detail and commitment to producing reliable, high-standard workExcellent organisational skills with accurate timesheet recordingProactive approach with initiative to identify and resolve potential issuesMotivated, resilient, and positive outlook with eagerness to learn and develop
Job Title
Trust Senior