Trust Assistant Manager
Overview
A fast-growing private client team is looking for a Trust Assistant Manager across several UK offices. You will work on a portfolio of UK trusts, assisting with everything from tax returns and accounts to advisory support and trustee communication. The role also involves preparing reports, answering client queries, and participating in wider planning conversations.
Responsibilities
- Prepare and review tax returns and accounts for UK trusts.
- Provide advisory support to clients and maintain trustee communication.
- Prepare reports and respond to client queries.
- Engage in wider planning discussions and contribute to team objectives.
Qualifications
- Newly qualified or experienced in personal or trust tax.
- Strong communication and relationship‑building skills.
- Willingness to take ownership of tasks and grow within the team.
We offer a collaborative environment with clear pathways to progression and support from senior colleagues.
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