Trust Assistant Manager / Manager

  • Location

    London, London

  • Sector:


  • Job type:


  • Salary:


  • Contact:

    Anna-Marie Tucker

  • Contact email:

  • Job ref:


  • Published:

    9 months ago

  • Expiry date:


  • Startdate:


  • Client:


I am partnering with a top 20 accountancy firm recruiting for their Trusts team.

Client Details

Top 20 Accountancy firm


-Preparation of trust accounts, trust returns and R185`s -Estate and probate compliance including IHT and probate forms, estate accounts and calculations -Ability to supervise junior staff -Responsible for running a trust and estate portfolio and dealing with administration on a timely basis, including arranging distributions to beneficiaries and making tax payments -Liaising with third parties such as banks, investment managers, trustee companies and lawyers who may be providing information to us -Communicating with external trustees and beneficiaries as well as HMRC -Exposure to offshore trusts and foundations as well as onshore trusts -Involvement in planning using trusts and advising on IHT mitigation for executors of estates -Planning work including input into wills and lasting powers of attorney for clients -Development of IHT strategies for clients which may involve working with third parties -Preparation of self assessment tax returns


-AAT/ATT qualified -CTA/STEP qualified

Job Offer

Competitive Package