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.