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
- Articulate the direction of the firm as set by the Executive Committee
- Develop the experience of building the department through People processes by supporting managers with recruitment.
- Ensure that the client base is informed of technical updates that may affect their affairs
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.
Working With Us: Your Benefits, Wellbeing & Development
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
- Cycle to Work Scheme – spread the cost of a new bike and accessories tax-free
- Electric Vehicle Scheme – sustainable transportation options that include roadside support and servicing
- Free Mortgage Advice – expert guidance for your home-buying journey
- Season Ticket Loan – support with travel expenses
- Enhanced Family Leave – generous leave policies for family-related needs
- Holiday Entitlement – generous entitlement which increases with promotion
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
AJ Chambers Recruitment Ltd,