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Trusts Assistant Manager / Manager
An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium- and high-net-worth individuals on all aspects of their personal tax affairs.
About the Role
As a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services.
Key responsibilities include:
- Managing a portfolio of trusts, overseeing administration and compliance.
- Reviewing annual trust accounts and tax returns using specialist accounting software.
- Advising trustees on asset management, inheritance tax calculations, and returns.
- Drafting trustee minutes and resolutions in accordance with legal requirements.
- Collaborating with Partners and colleagues to provide seamless client service.
This is an excellent opportunity for a technically proficient and client-focused professional to develop their career within a highly regarded and forward-thinking Tax team.
The ideal candidate will have:
- Experience working in personal tax and trust administration within a practice environment.
- CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous).
- Strong technical knowledge of private client taxation, trusts, and probate law.
- Exceptional communication skills and a proactive approach to problem-solving.
- Experience overseeing and reviewing the work of team members.
Why join this firm?
This firm values integrity, teamwork, and excellence, providing a collaborative environment where professionals can thrive.
Benefits include:
- Competitive salary and benefits package.
- Professional study support for further qualifications.
- Career progression opportunities.
- Hybrid working options available
If you are a motivated and detail-oriented professional looking to take the next step in your career, I would love to hear from you.
Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
