Trust Controller

Pro Talent; City Of London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A prestigious tax advisory firm in the City of London is seeking a Trusts Controller to manage a diverse range of private client portfolios. You will support supervisors and managers, complete tasks accurately, and ensure client personal tax needs are met while adhering to hygiene targets. The ideal candidate has a CTA/ATT qualification and strong communication skills. The firm offers a rewarding culture and benefits including a pension scheme and health plans.

Benefits

Agile working

Mental health and wellbeing programs

Up to 5% pension contribution

Qualifications

• Relevant on-the-job experience or qualified by experience.
• Demonstrated initiative and judgement.
• Technical expertise in taxation.

Responsibilities

• Review tax returns and accompanying workings as drafted by junior staff.
• Obtain missing information from clients or third parties.
• Prepare complex capital gains computations.
• Provide on-the-job training for junior staff.

Skills

Excellent communication skills

Approachability

Self-starter attitude

Education

Qualified/Part Qualified CTA/ATT

Job description

Firm Culture and Benefits

Having started out over 100 years ago, they are long‑standing employers across their office communities in Kent, Sussex, London - and beyond. Proud of the reputation they have built and grateful to their people for making it stronger every day. Their strong commitment to living the firm’s values means they listen carefully to their teams and enjoy helping each other succeed – creating a culture in which employees can thrive and provide the highest service to clients.

They want all employees to be rewarded for their hard work and enjoy a balanced lifestyle, which is why they offer benefits such as agile working, and an engagement programme centred around mental health and wellbeing.

Other benefits they offer their employees include up to 5% contribution on pension scheme and a grade‑specific flexible benefit pot to use throughout the year on a range of benefits (including mandatory Private health plan, Death in service and Income protection) from gym membership and restaurant discount cards, to travel insurance and additional health insurance - and much more.

Role Description

The Trusts Controller will manage a portfolio of a diverse range of private clients, providing support to supervisors and managers whilst supervising junior staff. Reporting to supervisors and managers, you will take responsibility for completing tasks accurately, to deadline and liaising with clients in line with the Client Charter. You will need to demonstrate initiative and judgement and develop technical expertise and progress against technical competencies.

The objectives of the role

Your goal will be to ensure all client personal tax needs are met whilst ensuring that all client hygiene targets are adhered to.

Responsibilities

• Review tax returns and accompanying workings as drafted by junior staff;
• Obtain missing information etc. from the client, third parties or elsewhere in the firm as appropriate;
• Complete posting for complex or missing areas of tax returns or oversee this;
• Prepare complex capital gains computations;
• Provide on the job training for junior staff where possible and providing feedback on a timely basis.

Requirements

• Qualified/Part Qualified CTA/ATT with relevant on the job experience or qualified by experience
• Driven, self‑starter attitude
• Excellent communication skills
• Approachability

Thank you for your interest.