Private Client / Trust Assistant Manager

Job Title: Private Client / Trust Assistant Manager
Contract Type: Permanent
Location: Ipswich, Suffolk
Salary: £40000.00 - £45000.00 per annum
Reference: 3752808_1579080477
Contact Name: Cara Whyte
Contact Email:
Job Published: January 15, 2020 09:28

Job Description

Private Client Tax / Trust Assistant Manager job in Ipswich with Top 10 firm

Hays are recruiting a Private Client / Trust Assistant Manager for a Top 10 firm in Ipswich. This role will provide Tax compliance and advisory services for a wide range of private clients, including trusts.

Primary responsibility will be to assist the Managers and take control of a portfolio of clients and their day to day tax compliance affairs, whilst overseeing junior members of the team and reporting into the relevant Manager, Director and/or Partner.

You will be self-motivated, able to work to tight deadlines, have excellent interpersonal and supervisory skills together with an ability and interest in understanding their clients' business. Project involvement:

  • Responsible for all day to day tax compliance affairs of clients, and involved with related advisory matters, whilst being supervised by Manager/Director/Partner and communicating effectively to the rest of the Tax team
  • To review, tax and trust returns, IHT forms and letters prepared by junior staff
  • To review work produced by more junior members of staff
  • Identify risk and technical matters, as well as selling opportunities, to the Manager/Director, whilst exercising judgement within agreed parameters.
  • Understand and adhere to cost budgets, meet reporting timetables, prepare key client reporting documents
  • Ensure WIP is monitored and liaise with their line manager on client billing Sales and Marketing:
  • Supporting bid teams in tenders for new work.
  • Identify cross-selling opportunities where they exist for the wider business.


  • Ensure professional standards are met and supervise, support and importantly, develop more junior staff
  • Communication and representation:
  • Develop professional relationships with clients and within the firm
  • Provide an efficient and pro-active service to clients and ensure that the clients' needs are fully met
  • To support and work as a team player in achieving activities for their business area
  • Ideally to work on own initiative
  • Consult with colleagues and Partners on technical and risk matters.


  • Ideally CTA and/or possibly STEP qualified or equivalent
  • Competent review of junior work without generating significant Manager review points
  • Significant understanding of and previous experience within trust tax compliance and advice and within the wider private client role.
  • Excellent client service skills
  • Excellent knowledge of Tax compliance products as well as Excel, Word and PowerPoint
  • An understanding of general accounting principles
  • Tax advisory experience useful but not essential
  • Supervisory experience preferable but not essential
  • Able to demonstrate the keenness to get on and do a good job and assist with growing the practice.

  • Highly competitive salary
  • Ongoing training
  • Flexible benefits package

Please contact Cara Whyte at Hays to discuss further or apply on line

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