Trusts Assistant Manager

  • Location


  • Sector:


  • Job type:


  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Client:


This is an excellent opportunity to join a growing and leading local practice based in Norwich who are looking for a Trusts Assistant Manager.

Trusts Assistant Manager
£Dependent on Experience

This is an excellent opportunity to join one of the local area’s most respected professional services firms.

The role is to be responsible for the management of a portfolio of clients in the Norfolk and Suffolk area within the specialism of Trusts.

Key Responsibilities:

The preparation of trust accounts, self-assessment tax returns and R185s

Inheritance tax returns and computations, including principal and periodic IHT liabilities

Dealing with Trust Registration Service submissions

Managing a portfolio of trust clients, including dealing with trust administration matters as necessary

Liaising with beneficiaries and stockbrokers as well as other professionals

Effectively dealing with client and HMRC correspondence; and

Working closely and assisting the Tax Senior Managers and Partners with complex Trust planning matters.


At least ATT qualified

STEP qualified is preferred but not essential as professional study support is available

Experience of working within Trusts in a practice, legal or banking environment

For further information on this role please contact Jack Wood at Clark Wood - / 01173 291053