Trust Senior

Exceptional Opportunity for Career Growth in the Trust space!

Are you an experienced Assistant Manager looking to take the next step in your career? Or perhaps you're a newly qualified Senior feeling unfulfilled and seeking a more varied and challenging portfolio? This role offers exactly what you're looking for.

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.

Job Title: Trust Senior / Assistant Manager

Location: London Office, EC3V

Salary: Up to £60,000!

Key Responsibilities -

Trust Management & Administration:

Prepare annual trust accounts with precision and attention to detail
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

Client Portfolio & Development:

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)

What I'm Looking For -

Experience & Qualifications:

2-3 years minimum experience in private client department (accountancy or legal practice)
Trust accounting and administration experience preferred
Qualified or studying towards ACCA, CTA, or STEP
Experience with charitable trusts, probate work, estate accounts, and personal tax is advantageous but not essential

Technical Skills:

Working knowledge of CCH Trust Accounts and CCH Personal Tax preferred (full training provided)
Experience with CCH Practice Management System
Excellent IT skills with adaptability to digital transformation

Personal Attributes:

Ability to work independently with minimal supervision
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

This is an exceptional opportunity to join a leading firm where your expertise will be valued and your career will flourish. If you're ready to take on new challenges and grow your career in trust administration, I would love to hear from you.

Apply now or connect with me to discuss this exciting opportunity further.