Trust Assistant Manager / Manager

Job Title: Trust Assistant Manager / Manager
Contract Type: Permanent
Location: London
Salary: Negotiable
Start Date: 23/01/2019
Reference: 13950952/001_1536231738
Contact Name: Anna-Marie Tucker
Contact Email:
Job Published: September 06, 2018 12:02

Job Description

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