Trust Senior

Kreston Reeves LLP; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A professional services firm in Greater London is seeking an ambitious Trust Senior to manage a diverse portfolio of trust clients. The role involves drafting tax returns, preparing annual trust accounts, and assisting with estate administration. Ideal candidates should have at least two years of experience in trust or estate work and aspire to pursue professional qualifications. The firm offers a competitive salary, hybrid working arrangements, and various wellbeing benefits.

Benefits

Competitive salary

Contributory pension scheme

Health Cash Plan

Income Protection Scheme

Flexible working policies

Private Medical Insurance

Annual flu jab

Cycle to work scheme

Qualifications

• At least two years of experience in trust or estate work.
• Strong communication skills.
• Excellent organisational skills.
• Collaborative and supportive team player.
• Aspiration to pursue professional exams (e.g., ATT, CTA, STEP).

Responsibilities

• Manage a diverse portfolio of trust clients.
• Draft trust tax returns and manage access permissions.
• Prepare annual trust accounts.
• Assist with drafting estate accounts.
• Communicate effectively with clients and external professionals.

Job description

If you are interested in people and their families and have at least two year’s experience in trust or estate work then there is a great opportunity for you in the London Trust & Estate Team. Consisting of 10 skilled professionals, our Trust and Estate team ranks among the largest Trust departments in London (for a firm of our size) and we are seeking an ambitious Trust Senior who is eager to enhance their expertise in Trust and Estate through learning and development.

As a Trust Senior, you will manage a diverse portfolio of trust clients, handling trusts encompassing private company shares, multi-million-pound assets in property and investments, as well as deceased clients’ estates. The team currently provides a service for approximately 600+ Trusts; estates; small private charities; individual clients and their families and family office type administrative services.

In this role you will have the opportunity to deal with both compliance and advisory work.

You’ll also collaborate with various departments within the firm, along with regular interactions with clients, solicitors, stockbrokers, HMRC, other professional bodies and key stakeholders.

About the role

• Drafting trust tax returns and managing access permissions
• Preparing annual trust accounts
• Assisting with drafting estate accounts and attending to estate administration period tax reporting requirements
• Assisting the team with Trust and Estate advisory tasks
• Communicating effectively with clients and external professionals
• Assisting with the financials of the department including raising fees
• Preparing and calculating inheritance tax events accurately

What we're looking for

• Strong communication skills
• Excellent organisational skills
• Collaborative and supportive team player
• Exposure to Trust or estate environment
• Aspiring to pursue professional exams (e.g., ATT, CTA, STEP)

What we can offer

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave – 25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition – monthly nominations for financial awards based on culture and values
• Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
• Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
• Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing [e-mail]. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.

About Kreston Reeves

With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs.

We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.

We’re proud to be B Corp™ certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.

For further information, and to apply, please visit our website via the “Apply” button below.