TPF Recruitment
Trust Assistant Manager / Manager - Hybrid, Central London
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London | Hybrid Working | Competitive Salary + Benefits
TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Assistant Manager or Trust Manager to join their established Private Client and Trusts Team.
This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices, and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration, and private client advisory work.
Trust Assistant Manager / Manager Job Overview
As a key member of the Trusts Team, you will manage a portfolio of UK resident trust clients, overseeing trust accounts, trust tax returns, and trust administration matters, while supporting senior colleagues on complex advisory projects.
The position offers exposure to a broad range of trust and estate work, including inheritance tax planning, succession planning, and trust restructuring assignments.
Key Responsibilities
- Managing a portfolio of UK resident trust clients.
- Preparing and reviewing trust accounts and trust tax returns.
- Overseeing trust compliance and administration activities.
- Assisting with inheritance tax (IHT) planning and succession planning projects.
- Supporting trust restructuring and wealth preservation assignments.
- Preparing technical reports and client recommendations.
- Attending client meetings and supporting business development initiatives.
- Liaising with clients, solicitors, financial advisers, and HMRC.
- Reviewing work prepared by junior staff members.
- Mentoring, training, and developing junior colleagues.
- Ensuring all client and statutory deadlines are met.
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Requirements
Trust Assistant Manager / Manager
- ACA, CTA, or STEP qualified.
- At least 3–5 years' experience within a Trusts, Private Client Tax, or Estate Planning team.
- Strong experience preparing and reviewing trust accounts.
- Experience completing trust tax returns and managing trust compliance work.
- Good understanding of UK trust taxation and private client tax matters.
- Previous exposure to high net worth individuals, family offices, landed estates, or complex family wealth structures would be advantageous.
- Strong client relationship and communication skills.
- Ability to manage multiple priorities and deadlines effectively.
- Experience supervising or reviewing junior team members' work is desirable.
Desirable Skills
- Knowledge of CCH Trust Accounts and CCH Personal Tax.
- Experience of inheritance tax planning and estate planning.
- Exposure to trusts advisory projects.
- Strong Microsoft Excel and Microsoft Word skills.
Benefits
Trust Assistant Manager / Manager
- Competitive salary with regular reviews.
- Hybrid and flexible working options.
- Independent practice with the intention of staying that way.
- Generous holiday allowance with option to buy additional days.
- Pension scheme with employer contribution.
- Life assurance cover.
- Private medical insurance.
- Structured career progression with clear pathways.
- Ongoing professional development and training.
- Family feel to the business with a supportive and collaborative team culture.
- Employee wellbeing initiatives and support programmes.
- Social events and team activities throughout the year.
- Modern offices with good transport links.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Please contact Andy Irvine on 02038314441 or andy@TPFrecruitment.com.
Andrew Irvine | LinkedIn for a confidential conversation.
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