Trust Senior

TPF Recruitment; City Of London; Hybrid; GBP 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Private medical insurance

Pension scheme

Life assurance

Career progression

Training & development

Wellbeing programs

Social events

Modern offices

Job summary

TPF Recruitment Ltd. is recruiting a Trust Senior for a respected London practice. You will manage UK resident trust portfolios, oversee trust accounts, tax returns and compliance, while supporting senior colleagues on advisory projects.

This hybrid Central London role offers exposure to high net worth individuals, family offices and wealth structures, with career progression in a private client and trusts team.

Qualifications

• ATT qualified and at least 2 years' experience within a Trusts or Private Client Tax team.
• Strong experience preparing and reviewing trust accounts.
• Experience completing trust tax returns and managing trust compliance work.
• Good understanding of UK trust taxation and private client tax matters.
• Exposure to high net worth individuals or wealth structures advantageous.
• Strong client relationship and communication skills.
• Ability to manage multiple priorities and deadlines.
• Experience supervising or reviewing junior staff desirable.

Responsibilities

• Managing a portfolio of UK resident trust clients.
• Preparing and reviewing trust accounts and trust tax returns.
• Overseeing trust compliance and administration activities.
• Assisting with inheritance tax 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 by junior staff.
• Mentoring, training and developing junior colleagues.

Skills

Trust accounting

Client relations

Tax compliance

Mentoring juniors

Education

ATT qualified

Tools

CCH Trust Accounts

CCH Personal Tax

Job description

Trust Senior - Hybrid, Central London
London Hybrid Working Competitive Salary + Benefits

TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Senior to join their established Private Client and Trusts Team.

This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration and private client advisory work.

Trust Senior - Hybrid, Central London, Job Overview

As a key member of the Trusts Team, you will manage a portfolio of UK resident trust clients, overseeing trust accounts, trust tax returns and trust administration matters, while supporting senior colleagues on complex advisory projects.

The position offers exposure to a broad range of trust and estate work, including inheritance tax planning, succession planning and trust restructuring assignments.

Key Responsibilities

• Managing a portfolio of UK resident 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.

Requirements

ATT qualified.

At least 2 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.

Good understanding of UK trust taxation and private client tax matters.

Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.

Strong client relationship and communication skills.

Ability to manage multiple priorities and deadlines effectively.

Experience supervising or reviewing junior team members' work is desirable.

Desirable Skills

Knowledge of CCH Trust Accounts and CCH Personal Tax.

Experience of inheritance tax planning and estate planning.

Exposure to trusts advisory projects.

Strong Microsoft Excel and Microsoft Word skills.

Benefits

• Competitive salary with regular reviews
• Hybrid and flexible working options
• Independent practice with the intention of staying that way.
• Generous holiday allowance with option to buy additional days.
• Pension scheme with employer contribution
• Life assurance cover
• Private medical insurance
• Structured career progression with clear pathways
• Ongoing professional development and training
• Family feel to the business with a supportive and collaborative team culture
• Employee wellbeing initiatives and support programmes
• Social events and team activities throughout the year
• Modern offices with good transport links