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Trust Assistant Manager / Manager | Top 50 Firm | London
Are you an ambitious Trust professional looking to elevate your career within a prestigious, award-winning Private Client team? Do you want to manage a diverse portfolio of high-quality UK resident trusts while gaining exposure to complex advisory work and non-UK resident structures? If you are CTA, STEP, or ACA qualified and thrive in a collaborative, HNW-focused environment, this is the opportunity to transition into a role that offers true variety and professional autonomy.
About the Firm
This Top 50 Firm is widely recognised as a market leader in the Private Client sector, specifically renowned for its expertise in supporting landed estates, family offices, and ultra-high-net-worth individuals. Operating with the scale of a major international player but maintaining a partner-led, personable approach, the firm provides an exceptional platform for Trust specialists to engage in high-level tax planning and wealth preservation.
Responsibilities
Full responsibility for a mixed portfolio of UK resident trust clients, overseeing the entire annual compliance cycle.
Preparation of complex trust accounts and self-assessment tax returns, ensuring technical accuracy and HMRC compliance.
Assisting senior leadership in the delivery of sophisticated advisory projects, including IHT planning and succession strategies.
Leading trust restructuring projects and wealth preservation reports for multi-generational families.
Managing day-to-day correspondence and building long-term relationships with clients and co-professionals.
Preparation for and active participation in meetings with both existing and prospective new clients.
As a Trust Assistant Manager / Manager you will:
Mentor and develop junior members of staff through technical review and proactive delegating.
Act as a key point of contact for HMRC, managing routine and complex enquiries promptly.
Utilise CCH Trust Accounts and CCH Personal Tax to deliver high-standard reporting.
Work independently to manage portfolio deadlines while contributing to the wider team+rsquo;s success.
Identify opportunities for trust restructuring and proactively seek solutions for client affairs.
What You+rsquo;ll Receive
25 days annual leave.
Ability to buy/sell up to 5 days of holiday.
Hybrid working: 2+ndash;3 days in the office.
Private medical care.
Discretionary bonus scheme.
Enhanced parental leave.
At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.
