Trust Senior - Hybrid, Central London

Tpf Recruitment; Greater London; Hybrid; GBP 90,000 - 125,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Pension scheme

Life assurance

Generous holiday allowance

Career progression

Training & development

Team culture

Wellbeing initiatives

Job summary

TPF Recruitment is recruiting for a Trust Senior to join the Private Client and Trusts Team in London, hybrid working. You will manage UK resident trust clients, oversee trust accounts, tax returns and administration, while supporting senior colleagues on advisory projects.

The role involves inheritance tax planning, succession planning and wealth preservation work for high net worth clients, family offices and estates. ACCA/ACA/CTA/STEP qualified with 3–5 years' experience is preferred.

Qualifications

• ACCA, ACA, CTA or STEP qualified.
• 3–5 years' experience in Trusts / Private Client Tax or Estate Planning.
• Experience preparing trust accounts and trust tax returns.
• Strong knowledge of UK trust taxation and private client tax matters.
• Experience with high net worth individuals, family offices, landed estates or complex wealth structures would be advantageous.
• Strong client relationships and communication skills.
• Ability to manage multiple priorities and deadlines effectively.
• Experience supervising or reviewing junior staff members is desirable.
• 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 Word skills.

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.

Skills

Trusts experience

Private Client Tax

Inherit Tax (IHT)

Tax compliance

Client relationships

Education

ACCA/ACA/CTA/STEP

Tools

CCH Trust Accounts

CCH Personal Tax

Excel

Word

Job description

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

Trust Senior - Hybrid, Central London

• ACCA, ACA, CTA or STEP qualified.
  
• At least 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.
  
• 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.
  
• 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.
  

Trust Senior - Hybrid, Central London

• 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
  

Requirements
Private Client Tax Experience in personal tax advisory. Experience in a firm providing advisory services to complex clients including international clients, HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations. Team player and able to support colleagues Strong knowledge of trust structures, lifetime gifts, and estate planning strategies. Proven ability to manage multiple client engagements efficiently, with precision and attention to detail. Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management, business development, and team leadership. Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.

Trust Senior - Hybrid, Central London London, LND, gb