Senior Trusts Advisor – Hybrid, Private Client

Energy Jobline CVL; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Private medical insurance

Life assurance

Job summary

TPF Recruitment, on behalf of a leading London accountancy practice, seeks a Trust Senior for a hybrid Central London role. You will manage UK trust portfolios, handle accounts and tax compliance, and contribute to advisory projects for HNWIs and family offices.

The role offers progression, a supportive team culture, and a generous benefits package including pension, private medical insurance, and flexible hybrid working.

Qualifications

• ACCA, ACA, CTA or STEP qualified.
• 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
• Strong experience preparing and reviewing trust accounts.
• Experience completing trust tax returns and managing trust compliance work.

Responsibilities

• Managing a portfolio of UK trust clients.
• Preparing and reviewing trust accounts and trust tax returns.
• Overseeing trust compliance and administration activities.
• Assisting with inheritance tax (IHT) planning and succession planning projects.
• Supporting trust restructuring and wealth preservation assignments.
• Preparing technical reports and client recommendations.
• Attending client meetings and supporting business development initiatives.
• Liaising with clients, solicitors, financial advisers and HMRC.
• Reviewing work prepared by junior staff members.
• Mentoring, training and developing junior colleagues.
• Ensuring all client and statutory deadlines are met.

Skills

Trust accounting

Tax compliance

Private client tax

Client relationship management

Staff supervision

Communication skills

Education

ACCA/ACA/CTA or STEP qualified

Tools

CCH Trust Accounts

CCH Personal Tax

Excel

Word

Job description

TPF Recruitment, on behalf of a leading London accountancy practice, seeks a Trust Senior for a hybrid Central London role. You will manage UK trust portfolios, handle accounts and tax compliance, and contribute to advisory projects for HNWIs and family offices.

The role offers progression, a supportive team culture, and a generous benefits package including pension, private medical insurance, and flexible hybrid working.