Trust Senior / Assistant Manager

Our client, an independent accountancy firm, ranking among the top 40 firms in the UK for Audit, Corporate Tax, and advisory services. With 24 partners and a team of 240 professionals spread across four UK locations, they specialize in delivering personalised, expert solutions in audit, tax, and financial planning globally.

Are looking for a key member of our Trust Team to look after the accounting, administration, and tax affairs of UK resident trusts. The work is varied and of high quality and there is also the opportunity to become involved with non-UK resident trusts, deceased estates, and personal tax, if desired.

Main Duties:

• Preparation of annual trust accounts.
• Preparation of self-assessment tax returns for family trusts.
• Day-to-day trust record keeping and assistance with trust administration.
• Calculation of tax liabilities and advising on payment of tax due under self-assessment.
• Correspondence with clients, beneficiaries, and HMRC.
• Assisting managers with routine trust planning, such as utilization of losses and distributions to beneficiaries.
• Responsible for the annual compliance work on their own portfolio of clients and willing to assist with the training and mentoring of apprentices.
• Experience with charitable trusts would be advantageous.

Equipment Used:

• A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous, with training provided. The firm uses CCH Practice Management System.

Qualifications/Education Required:

• The successful candidate should have at least 2-3 years’ experience in the private client department of accountancy or legal practice, ideally with experience in trust accounting and administration.
• Qualified or studying towards ACCA, CTA, or STEP qualifications.
• Some experience in charitable trusts, probate work, estate accounts, and personal tax would be advantageous but not essential.

Particular Aptitudes/Skills Required:

• Ability to work effectively as part of a team with minimal supervision.
• Takes care to produce reliable work to a high standard with a keen eye for detail.
• Organized, accurate timesheet recording and monitoring of own chargeability.
• Shows initiative and seeks help with any potential issues identified.
• Excellent IT skills along with a willingness to adapt and evolve in this digital age.
• Motivated, resilient with a positive outlook, and a willingness to learn and develop.