Trust Manager / Assistant Manager

Upto £65,000 DOE | FulL/Part-time | Permanent
Remote or UK Office BAsed | BGC2400TX

The Firm:

An International professional services firm with a highly regarded private wealth team are looking to appoint an experienced Trusts Manager or Assistant Manager to support their growing network of clients with both compliance and advisory services for their trust affairs. This opportunity has the flexibility be remote or office based with the option to attend one of their local UK offices for “connection” should you require it.

The Role:

In this role, you will take ownership of your own portfolio, preparing trust accounts and personal/trust returns for review, as well as carrying out peer reviews. You’ll be the first point of contact for day-to-day trust matters, working closely with high-net-worth individuals, trusts, and estates to ensure everything runs smoothly. This includes managing engagement letters, agreeing fees, and overseeing billing.

Alongside your own work, you’ll play an active part in supporting colleagues across the trust and tax team with the wider management of client affairs, while also getting involved in charities and small business accounts and related compliance.

For those who wish to get involved in networking and business development, opportunities are freely open, however there is sufficient workload making this optional rather than a requirement to the position.

Experience Required:

• Expertise in the field of trust accounts preparation.

• Either qualified by experience or ACA/ACCA/CTA qualified.

• Experience working with HNWI, able to build client relationships and provide advise on trust mattters.

• Able to work independently as well as in a team colloborating with others.

• Ability to communicate effectively and confidently across all channels

• Knowledge of current accounting standards, techniques and best practice.

• Familiar with CCH Trust accounts, Excel and Word.

Benefits:

• Being part of a wider team with a supportive culture at the same time as having the flexibility to work independantly from home or office.

• Both full and part-time hours considered as is annualised hours.

• Extensive benefits in line with that of a large international firm.

• Opportunity to further your trusts knowledge tapping into the expertise of those in your wider team including the option to study your STEP qualification.

• Progressive opportunities within the business readily available for all.

Apply now

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Tax Director / Senior Manager

£DOE | Full-time | Permanent
North East of ENgland | BGC2366TX

The Firm:

This well-established and highly regarded firm of Chartered Accountants offers the best of both worlds — the depth and resources of a larger practice, alongside the warmth and flexibility of a genuinely people-focused independent firm.

With a strong reputation across the North East and a high-quality, loyal client base, the firm continues to grow through technical excellence, commercial thinking and trusted client relationships. As part of this continued growth, they are now looking to appoint either a Tax Senior Manager or Tax Director to play a key role in the future development of their tax offering across the region.

The Role:

You will support the regional tax team and their client base, a skilled team who are responsible for the delivery of compliance work while maintaining a strong focus on advisory projects. Working closely with the Partner group, you’ll play a key role in shaping and delivering high-quality tax advice across a varied client base. Your responsibilities will include providing technical oversight, reviewing complex tax matters, and ensuring work is completed to the highest standard. The emphasis of the role lies in delivering advisory solutions — including projects such as IHT planning, R&D claims, and corporate restructuring — as well as supporting Partners with research and strategic input. We appreciate you may not be an expert in both corporate and personal tax, the firm have a number of technical advisors to lean upon, however a preference lies towards private client advisory. In addition, you’ll provide leadership and guidance to the tax team, helping to develop capability and confidence across the department. For those who enjoy client interaction, there is scope to build and nurture client relationships, contribute to planning meetings, and represent the firm at external networking events.

Experience required:

You will be CTA, ACA, ACCA or CA qualified, with a career in practice that demonstrates strong experience across tax compliance and advisory, either in a mixed tax or private client capacity.

This role would suit someone currently operating at Senior Manager or Director level who is ready for a broader leadership role and greater influence.

Experience in areas such as IHT, trusts, residency, and/or corporate reorganisations is highly desirable.

We are looking for someone with a commercial and entrepreneurial mindset — someone who enjoys building relationships, influencing outcomes, and leading from the front. The firm offers genuine progression, including a clear route beyond Director level for the right person.

Benefits:

You can expect a competitive salary and comprehensive benefits package aligned to your level of experience. This is a long-term opportunity with a firm that invests in its people and offers real scope for progression, influence and career satisfaction.

Apply now

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If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.