Trust & Estates Senior

Taxation; Greater London; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Benefits package

Hybrid work 2-3 days from home

Job summary

Prominent London accountancy firm seeks a Trusts Senior to advise HNW families, their trusts and estates. You’ll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively.

The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration. You’ll also assist directors and partners with identifying and advising on ad hoc trust planning

Qualifications

• Tax, trusts or accounting qualifications are likely required.
• Experience handling a High Net Worth trusts portfolio.

Responsibilities

• Prepare and review trust and estate returns and trust accounts.
• Assist with administration of trusts and estates.

Skills

Tax

Trusts

Relationship management

Job description

Prominent London accountancy firm seeks a Trusts Senior to advise HNW families, their trusts and estates.

You’ll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively. The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration. You’ll also assist directors and partners with identifying and advising on ad hoc trust planning opportunities.

This is very much a third-party and client-facing role, providing an opportunity to become a true trusted adviser. So strong communication and relationship management skills are important.

The successful candidate is likely to be tax, trusts or accounting qualified and will certainly have demonstrable experience of handling a HNW trusts portfolio.

Based in central London, the role offers the scope to work from home 2-3 days a week. Salary dependent on experience but c.£40k-£50k + bens. The team are also keen to support the incoming individual with progression towards Manager grade. Ref 709

To find out more please email [e-mail]