IHT, Trusts & Estates Assistant Manager

As an IHT, Trusts & Estates Assistant Manager in Cardiff, you will manage a varied portfolio of trust and estate work within Financial Services, helping clients keep their affairs organised and well handled. You will work closely with colleagues on day-to-day accounting and finance activities, ensuring work is completed accurately and on time.

Client Details

Our client is a well-established accountancy and advisory firm with a long-standing reputation for supporting private clients, entrepreneurs, business owners and families across the UK. With a strong focus on delivering high-quality technical advice and exceptional client service, they have built a collaborative and forward-thinking culture that supports both professional and personal development.

As a purpose-led organisation, they are committed to responsible business practices, employee wellbeing and creating an inclusive environment where individuals can thrive. Continued investment in people, technology and specialist services has positioned them as a leading employer within the professional services sector.

Description

Manage a portfolio of trust and estate matters, keeping work organised and progressing to agreed deadlines. Prepare accounts and related documents for trusts and estates, maintaining clear and accurate records. Review financial information and resolve queries to support accurate completion of client work. Work with colleagues across the Accounting & Finance team to coordinate workloads and priorities. Maintain up-to-date files and records, ensuring information is easy to access and clearly documented. Communicate with clients and relevant contacts to gather information and provide timely updates. Identify issues within trust and estate work early, helping to keep matters moving smoothly. Contribute to consistent processes across the team through careful, well-organised administration.Profile

• ACA, CTA, TEP qualified or qualified by experience

• Previous experience within trusts, estates and inheritance tax work

• Strong technical knowledge of trust and estate taxation

• Experience preparing or reviewing trust and estate accounts

• Ability to communicate confidently with clients and colleagues

• Demonstrable leadership or supervisory experience

• Commercially aware with a proactive approach to problem solving

• Keen to develop advisory skills and progress within a specialist private client environment

Job Offer

Permanent IHT, Trusts & Estates Assistant Manager position in Cardiff. Salary of £32,000 to £52,000, dependent on the level of experience. Hybrid working model. Private medical insurance, health cash plan and wellbeing support. Pension scheme and life assurance cover. Enhanced family leave policies and increasing holiday entitlement. Professional qualification support.

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best