Assistant Manager - Tax Trust & Estate Compliance and Reporting

An exciting opportunity for an Assistant Manager in Tax Trust and Estate Compliance, based in London. Join a collaborative, international team delivering high-quality compliance across a diverse client portfolio. You'll handle preparation and review of UK trust and estate returns while supporting wider tax services. The firm offers an inclusive culture, strong wellbeing focus, and ongoing training to support your professional growth.

Salary: Competitive and based on experience

Location: London

An exciting opportunity has arisen for an Assistant Manager specialising in Tax Trust and Estate Compliance and Regulatory Reporting, based in London. This role offers you the chance to join a collaborative team that spans multiple international locations, working together to deliver high-quality tax compliance services across a diverse portfolio of clients. You will play a pivotal part in ensuring accurate preparation, review, and submission of UK trust and estate tax returns, as well as supporting a range of other tax service lines. The organisation is deeply committed to fostering an inclusive environment where your wellbeing is prioritised, and your professional growth is supported through ongoing training opportunities. If you are looking for a position that values your attention to detail, organisational skills, and commitment to delivering excellent client service within a supportive network, this could be the perfect next step in your career.

• Join a knowledgeable team with members based across Jersey, Mauritius, British Virgin Islands, and the UK, offering you exposure to international best practices in tax compliance.
• Benefit from flexible working opportunities and a strong focus on employee wellbeing within an inclusive culture that values different perspectives and lived experiences.
• Access comprehensive training programmes to support your professional development, including guidance on specialist software packages and continuous professional development requirements.

What you'll do:

As an Assistant Manager Tax Trust and Estate Compliance and Regulatory Reporting based in London, you will be at the heart of a dedicated team responsible for managing complex tax compliance matters for trusts, estates, corporates, and pension schemes. Your day-to-day activities will involve preparing detailed tax returns using advanced software tools, registering trusts with HMRC's digital platforms, handling capital gains disclosures on property disposals, appealing penalties where needed, and supporting inheritance tax filings. You will also contribute to broader service lines such as corporate or construction industry scheme returns after receiving tailored training. Success in this role requires you to maintain precise records of all activities while adhering strictly to internal controls and regulatory frameworks. You will regularly interact with both clients and intermediaries to provide a professional service that reflects the organisation's core values. Your ability to interpret legal advice and adapt processes accordingly will ensure continued compliance with evolving regulations.

• Prepare UK Trust and Estate Tax returns with meticulous accuracy, calculate tax liabilities, and ensure timely submission to HMRC using industry-standard software.
• Complete online registration processes for trusts via the HMRC Trust Registration Service (TRS), maintain detailed records of all registrations, and manage annual declarations as well as periodic updates.
• Undertake online reporting of Capital Gains related to the disposal of UK property, ensuring all relevant information is captured accurately for regulatory purposes.
• Appeal penalty notices efficiently by liaising with HMRC representatives and providing clear documentation to resolve issues promptly.
• Prepare UK Inheritance Tax Returns for Trusts (IHT100), calculate associated taxes due, and submit all required forms to HMRC within set deadlines.
• Assist with calculations relating to Relevant Income and Stockpiled Gains when required by management or client needs.
• Support additional tax service lines such as Jersey Corporate and Pension tax returns, Annual Tax on Enveloped Dwellings (ATED), Construction Industry Scheme (CIS), following appropriate training provided by the organisation.
• Maintain internal records diligently to track deadlines for all submissions, ensuring that no key dates are missed throughout the year.
• Follow internal procedures rigorously to uphold risk management standards, comply with anti-money laundering legislation, and meet all regulatory requirements.
• Review legal and tax advice where necessary, interpret recommendations effectively, and implement changes in line with best practice guidelines.

What you bring:

To excel as an Assistant Manager Tax Trust and Estate Compliance and Regulatory Reporting you will bring proven experience from a similar role within the field of taxation-particularly one involving trusts or estates. Your background should include hands-on involvement with preparing statutory returns for submission to HMRC or equivalent authorities. You will have developed strong interpersonal skills that enable you to communicate clearly with stakeholders at all levels while demonstrating empathy towards clients' unique circumstances. Your approach is methodical yet adaptable; you thrive when collaborating closely with colleagues across different regions or disciplines. A willingness to learn new systems-such as CCH software-and embrace ongoing training opportunities will help you stay ahead in this ever-evolving sector. Above all else your sense of responsibility ensures that every task is completed accurately while upholding the highest standards of integrity.

• Demonstrate exceptional attention to detail in preparing complex trust and estate tax returns while managing multiple tasks simultaneously within strict deadlines.
• Showcase strong organisational abilities by maintaining accurate records of all trust registrations, submissions, and declarations across various jurisdictions.
• Utilise effective communication skills when dealing with clients, intermediaries, HMRC officials, or internal colleagues across different offices worldwide.
• Bring prior experience working within a tax environment-ideally involving trust or estate compliance-and familiarity with CCH or similar tax reporting software (training can be provided if needed).
• Hold or be working towards a recognised professional qualification such as ATT, ACCA, ACA or STEP; part-qualified candidates are encouraged to apply as well.
• Display general proficiency in reading financial statements to inform accurate completion of tax returns or related documents.
• Exhibit a thorough understanding of risk management principles as they relate to regulatory requirements including anti-money laundering legislation.
• Commitment to ongoing professional development by adhering to CPD requirements according to your qualification level and company policy.
• Ability to review legal or technical advice critically before implementing recommended actions into daily workflows.

What sets this company apart:

This organisation stands out for its unwavering commitment to inclusion and employee wellbeing. By fostering an environment where everyone feels welcome regardless of their background or lived experience, it creates space for genuine collaboration among colleagues from diverse locations such as Jersey, Mauritius, British Virgin Islands, Guernsey, Isle of Man, UAE, and London. The company actively supports flexible working arrangements so you can balance personal commitments alongside professional responsibilities. Training opportunities are embedded into the culture-whether you need support mastering new software tools or wish to pursue further qualifications through structured CPD programmes. Employees are encouraged not only to share knowledge but also participate fully in shaping workplace policies that reflect shared values around respect and fairness. With robust procedures designed to protect both staff wellbeing and client interests alike this is an employer where your contribution truly matters-and where your career can flourish within a supportive network.

What's next:

If you are ready to take the next step in your career journey within a supportive team environment focused on excellence in tax compliance services-this is your moment!

Apply today by clicking on the link provided; we look forward to learning more about how your expertise can make a difference.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates