IHT, Trusts & Estates Assistant Manager - Cardiff
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Job Title: IHT, Trusts & Estates Assistant Manager
Location: Hybrid Working – Cardiff CF10 / Remote
Working Hours: Monday to Friday, 35-hour week (Flexitime)
Reporting to: IHT, Trusts & Estates Senior Manager
Salary Range: £44,000 - £52,000
About BKL
BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups. With a legacy spanning over 130 years, we’ve evolved into a modern, purpose-driven business that balances profit with impact.
We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting-edge expertise and a personal touch.
We believe all clients deserve the same level of care, innovation, and excellence.
Your Opportunity
As an IHT, Trusts & Estates Assistant Manager, you will play a pivotal role in coordinating and leading teams to ensure the effective delivery of client work. You will support the management of varied client portfolios through a team of supervisors, seniors, and trainees, while also contributing to departmental resource planning.
Your responsibilities will include maintaining high levels of client satisfaction, communicating the firm’s strategic direction as set by the Executive Committee, and supporting managers with recruitment and people-related processes. You will also be involved in preparing and reviewing trust and estate accounts and tax returns, drafting forms IHT400 and IHT100, and producing advisory work for both UK and international trusts. In addition, you will actively contribute to wider departmental strategy and business objectives.
How You’ll Make a Difference
In this role, you will:
- Organise teams as needed, managing the progress, delivery of the team’s work and reporting to senior leadership/stakeholders
- Assist with/directing work on varied client portfolios of clients through a team of supervisors, seniors and trainees
- Participate in departmental resource planning
- Assist the heads of department in implementing departmental budgets and new initiatives; sharing technical knowledge via supervisors with seniors and trainees
- Ensure clients are satisfied with the service they’re receiving from BKL
- Articulate the direction of the firm as set by the Executive Committee
You’ll Be Ideal for This Role If You Have:
- ACA/CTA/TEP, but QBE also considered
- Leadership experience
- Experience with trust and estate Tax Returns and accounts
- Experience of drafting advisory work (to be reviewed by more senior level)
- Ability to take action and can start to direct people
- Capability to support vision and strategy, and build trust
- Commerciality awareness
We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is.
Our Values
At BKL, we live by five core values:
- Think Big – Be curious, brave, and open to new ideas.
- In It Together – Collaborate, care, and build an inclusive culture.
- Take Pride – Strive for excellence and believe in your impact.
- Do the Right Thing
Working With Us: Your Benefits, Wellbeing & Development
At BKL, we’re committed to creating a people-first workplace where everyone can thrive. We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career.
Snapshot of our Benefits Package
We’ve designed a flexible, sustainable set of benefits to support your life at work and beyond:
- Private Medical Insurance (PMI) – including mental health cover, hospital treatment & 24/7 GP access
- Health Cash Plans – covering everyday costs like dental, optical & physiotherapy and an Employee Assistance Programme
- Pension scheme – helping you save for retirement in a tax-efficient way
- Group Life Assurance – peace of mind with financial protection for your loved ones
- Cashback & savings portal – discounts across hundreds of high-street and online retailers
Development & Growth
We don’t just offer jobs, we support careers:
- Clear development pathways and progression frameworks
- Professional qualifications support – including study time and funding
- Internal mentoring, coaching, and buddying schemes
- Leadership development programmes to help you grow with us
- Regular check-ins and performance conversations – driven by your goals, not just metrics
Take Your Next Step
Ready to grow your career with a company that balances ambition with purpose? Apply today and discover how far you can go at BKL.
Our recruitment process typically involves three stages:
- An introductory Teams call with our Talent Acquisition team.
- A first-stage interview with two team members.
- A final interview at our London office, including a tour to give you a feel for our working environment.
Compliance & Equal Opportunities
In addition to the responsibilities listed above, you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner.
As part of any recruitment process, BKL collects and processes personal data relating to job applicants. BKL is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations.
BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK.
High challenge, high support
If you enjoy problem-solving and a fast-changing environment, you will thrive in this role.
As in all BKL roles, you will be able to take a flexible approach: balancing independent work with teamwork, and remote working with time in the office with colleagues.
You can get an insight into life at BKL here.
We’re proud to be one of the few Certified B Corporations in the accountancy sector. In joining us, you’ll become part of a business that’s committed to balancing profit and purpose.
Take your next step
If this sounds like the role for you, we’d be delighted to discuss the career you could build at BKL.
By applying, you consent to the processing of your personal data for recruitment purposes, in line with UK GDPR. Your information will be used securely, only for recruitment, and won’t be shared without your consent. For details, see our Privacy Policy - BKL