Trusts Assistant Manager / Manager

Trusts Assistant Manager  / Manager 
Norwich 
£50,000 - £60,000

Clark Wood is working with a well-established firm of accountants to recruit a Trusts Assistant Manager / Manager into their Private Client Tax team in Norwich.

This role will suit an experienced trust and private client tax professional looking to take responsibility for a varied trust portfolio and work closely with Partners on both compliance and advisory matters. The firm acts for a broad range of medium and high-net-worth individuals, offering exposure to high-quality private client work within a collaborative tax team.

The position will involve managing the ongoing administration and tax compliance of trusts and estates, reviewing trust accounts and returns, and advising trustees on income tax, capital gains tax and inheritance tax matters. There will also be involvement in wider trust planning and advisory projects alongside the Partners.

The firm are renown for promoting within and can offer an excellent platform to progress your career and have a healthy hybrid working system in place. 

Key responsibilities include:

Managing a portfolio of trusts, overseeing day-to-day administration and compliance
Reviewing trust accounts and associated tax returns
Preparing and reviewing income tax, CGT and IHT returns for trusts and estates
Reviewing inheritance tax calculations and submissions
Preparing TRS, FATCA and CRS filings
Drafting trustee documentation and maintaining statutory records
Acting as a point of contact for trustees and clients
Supporting Partners on complex trust matters and advisory work
Reviewing work prepared by junior team members where appropriate
Managing WIP, fee quotes and billing
Liaising with HMRC as required

The ideal candidate will have:

At least 3 years’ experience in trusts and private client tax within practice

Experience preparing trust and personal tax returns and IHT accounts
CTA and/or ACA / ACCA qualification
STEP qualification is advantageous but not essential
Strong technical knowledge across income tax, CGT and IHT
Experience dealing with trust accounts and ongoing trust administration

For further information on this role, please contact Jack Wyatt at Clark Wood – jwyatt@clark-wood.co.uk / 07880 255933

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