Owen Reed
Assistant Tax and Trust Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Owen Reed is looking for an ambitious Assistant Tax and Trust Manager to join the Private Client team of a top law firm in London. This is an excellent opportunity for a motivated tax professional to develop their career within a highly regarded team, working on a varied portfolio of trust and private client matters. With a hybrid working pattern of 4 days in the office and 1 day from home, you'll enjoy a supportive environment that encourages professional growth and development.
The Role
As an Assistant Tax and Trust Manager, you will work closely with experienced Tax and Trust Managers and Private Client solicitors, supporting a broad range of trust compliance and taxation matters. This is a varied role offering exposure to complex client work while providing excellent opportunities to expand your technical expertise.
Key Responsibilities
- Assist with trust compliance, including the preparation of trust accounts and tax returns.
- Prepare inheritance tax forms for trusts.
- Support the preparation for and attendance at client meetings.
- Assist with complex tax and trust matters alongside Tax and Trust Managers and Private Client solicitors.
- Maintain accurate client records and ensure compliance with relevant legislation.
- Keep up to date with changes in tax legislation and industry developments.
- Work collaboratively with colleagues across the Private Client team to deliver exceptional client service.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
We're looking for a proactive and detail-oriented professional with a strong technical background and a genuine interest in trust and private client taxation.
You will have:
- ACA qualification, ideally newly qualified with up to two years' relevant experience.
- Strong knowledge of trust accounting and trust taxation.
- An understanding of estate, personal, offshore, and indirect taxation.
- Experience preparing trust accounts and tax returns.
- Excellent communication and relationship-building skills.
- Good IT skills, with experience using CCH Trust Accounts and CCH Personal Tax being advantageous.
- The ability to manage priorities, meet deadlines, and achieve billing targets.
- A collaborative approach and commitment to delivering outstanding client service.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on Offer
- Hybrid working – 4 days in the office and 1 day from home.
- Join a highly respected Private Client team at a top London law firm.
- Exposure to complex and rewarding trust and taxation work.
- Ongoing training and support for your professional development.
- Competitive salary and comprehensive benefits package.
- Excellent long-term career progression opportunities.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location