Flexible Trusts & Tax Accounts Admin

KD Recruitment Limited; Tees Valley; On-site; GBP 26,000 - 34,000; Full time

Job summary

KD Recruitment Limited is seeking an experienced Trust Administrator in York to support a specialist Tax and Trusts team. You will handle trusts, estates, and private client tax work with attention to detail and client-focused service.

The role includes managing trust records, preparing tax returns, liaising with HMRC and clients, and supporting estate planning tasks within a respected legal firm. Part-time options may be considered.

Qualifications

• Experience in trusts, estates, private client tax, probate or a similar professional services environment.
• Experience preparing trust, estate and income tax returns.
• Knowledge of TRS, trust accounts, R185 forms and IHT100 forms.
• Understanding of personal tax and trust taxation, including Capital Gains Tax.
• Strong attention to detail and a methodical approach to work.
• Excellent organisation skills and the ability to manage deadlines.
• A professional and discreet approach when dealing with confidential client information.
• Good communication skills, both written and verbal.
• The ability to work well as part of a supportive team.
• A positive, proactive attitude and willingness to take ownership of your work.

Responsibilities

• Assisting with the administration of trusts and estates.
• Preparing and supporting the completion of trust, estate and income tax returns.
• Working with the Trust Registration Service and ensuring trust records are maintained accurately.
• Supporting the preparation of trust accounts.
• Completing R185 and IHT100 forms.
• Assisting with personal tax and trust taxation matters, including Capital Gains Tax.
• Liaising with clients, beneficiaries, HMRC and other professional contacts.
• Maintaining accurate records and ensuring deadlines are monitored and met.
• Supporting the wider team with administration linked to estate planning, wills, probate and lasting powers of attorney.

Skills

Trusts experience

Tax returns

R185 forms

IHT100 forms

Capital Gains Tax

Attention to detail

Organised

Communication skills

Team player

Job description

KD Recruitment Limited is seeking an experienced Trust Administrator in York to support a specialist Tax and Trusts team. You will handle trusts, estates, and private client tax work with attention to detail and client-focused service.

The role includes managing trust records, preparing tax returns, liaising with HMRC and clients, and supporting estate planning tasks within a respected legal firm. Part-time options may be considered.