Trust Assistant Manager – Manager

TPF Recruitment

Seeking an experienced Trust Assistant Manager or Manager at a leading accountancy firm. Responsibilities include managing trust clients and supporting complex advisory projects.

Posted 7/9/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSenior💰 £50,000 - £70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing trust portfolios, preparing trust accounts, and ensuring compliance with UK trust taxation. Strong ability to mentor junior staff and maintain client relationships while meeting statutory deadlines.

Highest-signal resume keywords

Trust ManagementTrust Accounts PreparationTrust Tax ReturnsUK Trust TaxationClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust ComplianceInheritance Tax PlanningSuccession PlanningTechnical Report PreparationWealth Preservation

Soft Skills

Communication SkillsMentoringTeam DevelopmentTime Management

Certifications & Qualifications

ACACTASTEP Qualified

Industry Keywords

Private Client TaxEstate PlanningHigh Net Worth IndividualsFamily OfficesComplex Family Wealth Structures

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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