Trust Senior / Assistant Manager
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Added before 2 Days
- England,London,City of London
- full-time
- £50,000 - £60,000 per annum
Job Description:
Trust Senior / Assistant Manager
Top 40 Firm
Overview
An opportunity to join a dedicated Trust Team, managing the accounting, administration, and tax compliance of UK resident trusts. The role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired.
Key Responsibilities
*Prepare annual trust accounts and self-assessment tax returns for family trusts.
*Manage day-to-day trust record-keeping and administration.
*Calculate tax liabilities and advise on payments under self-assessment.
*Correspond with clients, beneficiaries, and HMRC.
*Assist with routine trust planning, such as loss utilisation and beneficiary distributions.
*Oversee compliance work for a personal client portfolio and mentor junior team members.
*Experience with charitable trusts is a plus.
Requirements
*2-3 years’ experience in private client work, ideally with trust accounting and administration.
*Qualified or pursuing ACCA, CTA, or STEP qualifications.
This role provides exposure to high-quality work and the chance to develop expertise in trusts and broader private client services.
Top 40 Firm
Overview
An opportunity to join a dedicated Trust Team, managing the accounting, administration, and tax compliance of UK resident trusts. The role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired.
Key Responsibilities
*Prepare annual trust accounts and self-assessment tax returns for family trusts.
*Manage day-to-day trust record-keeping and administration.
*Calculate tax liabilities and advise on payments under self-assessment.
*Correspond with clients, beneficiaries, and HMRC.
*Assist with routine trust planning, such as loss utilisation and beneficiary distributions.
*Oversee compliance work for a personal client portfolio and mentor junior team members.
*Experience with charitable trusts is a plus.
Requirements
*2-3 years’ experience in private client work, ideally with trust accounting and administration.
*Qualified or pursuing ACCA, CTA, or STEP qualifications.
This role provides exposure to high-quality work and the chance to develop expertise in trusts and broader private client services.
Job number 1845010
metapel
Company Details:
Cedar
Company size: 50–99 employees
Industry: Recruitment Consultancy
Cedar is a premier recruitment consultancy, offering tailored solutions to leaders in Finance, Tax, Internal Audit, Change & Transformation, as well a...