Trust Senior London, Hybrid Working, Trusts & Estates, ATT / CTA / STEP Study Support

Clark Wood - Tax Recruitment; Greater London; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Study support toward ATT/CTA/STEP

Competitive salary

Job summary

Clark Wood - Tax Recruitment is partnering with a Top 30 accountancy and business advisory firm in London to appoint a Trust Senior in its established Trust & Estate team. You will manage a diverse portfolio of trusts and estates, delivering compliant tax returns and accounting work while developing advisory expertise.

The role offers hybrid working, clear career progression, ongoing technical training, and full study support towards ATT, CTA or STEP qualifications for ambitious Trusts & Estates

Qualifications

• Minimum two years' experience in a Trusts & Estates or Private Client Tax environment.
• Experience preparing Trust Tax Returns and Trust Accounts.
• Exposure to Estate Administration and Inheritance Tax compliance.

Responsibilities

• Manage a portfolio of trusts, estates, private charities and family offices.
• Prepare Trust Tax Returns and Trust Accounts for clients.
• Assist with Estate Accounts and estate administration tax reporting.
• Support senior team on Trust & Estate advisory projects.
• Liaise with clients, solicitors, HMRC and other advisers.
• Contribute to fee preparation and WIP management.
• Build long-term client relationships through proactive service.

Skills

Trusts & Estates experience

Communication skills

Attention to detail

Study toward ATT/CTA/STEP

Job description

Are you looking to build a long-term career within Trusts & Estates?

A highly regarded Top 30 accountancy and business advisory firm is looking to appoint a Trust Senior to join its established London Trust & Estate team. This is an outstanding opportunity to work alongside experienced specialists, managing a diverse portfolio of trust and estate clients whilst gaining exposure to both compliance and advisory work. Working within one of the firm's largest specialist Trust & Estate teams, you'll benefit from excellent mentoring, structured career progression and exposure to a wide variety of complex trust, estate and inheritance tax matters.

The Role You will be responsible for managing a varied portfolio of trust and estate clients, working closely with senior members of the team to deliver high-quality compliance services whilst developing your technical advisory expertise. Your responsibilities will include:

• Managing a portfolio of trusts, estates, private charities and family office clients.
• Preparing Trust Tax Returns and managing HMRC trust reporting requirements.
• Preparing annual Trust Accounts for a wide variety of trust structures.
• Assisting with Estate Accounts and estate administration tax reporting.
• Supporting senior team members on Trust & Estate advisory projects.
• Preparing Inheritance Tax calculations, reporting chargeable events and ensuring compliance with current legislation.
• Liaising directly with clients, solicitors, investment managers, stockbrokers, HMRC and other professional advisers.
• Assisting with departmental financial administration, including fee preparation and work-in-progress management.
• Building long-term client relationships through excellent communication and proactive client service.

About You

The successful candidate will ideally have:

• At least two years' experience within a Trusts & Estates or Private Client Tax environment.
• Experience preparing Trust Tax Returns and Trust Accounts.
• Exposure to Estate Administration and Inheritance Tax compliance.
• Excellent communication and organisational skills.
• A collaborative approach with strong attention to detail.
• A desire to continue studying towards ATT, CTA, STEP or another relevant professional qualification.

What's on Offer?

• Hybrid and flexible working.
• Competitive salary and comprehensive benefits package.
• Full study support towards ATT, CTA or STEP qualifications.
• Exposure to a broad portfolio of Trusts, Estates, High Net Worth families and private charities.
• Clear career progression within a highly respected specialist team.
• Ongoing technical training and structured professional development.
• Private Medical Insurance, Life Assurance and Income Protection.
• Professional subscriptions paid.
• Employee Assistance Programme and wellbeing support.
• Additional holiday purchase scheme.
• Cycle to Work Scheme and a range of flexible employee benefits.
• Paid volunteering day and opportunities to support charitable initiatives.

This is an excellent opportunity for an ambitious Trust & Estate professional looking to develop their technical expertise, gain greater advisory exposure and build a long-term career within one of London's most established specialist Trust & Estate teams.

Culture & Values

My client is committed to building an inclusive, collaborative, and forward-thinking workplace where people are valued for who they are and supported to achieve their full potential. Diversity, innovation, and continuous development sit at the heart of the firm's culture.

This role is ideal for candidates with relevant experience in a UK accountancy practice.

Unfortunately, we are unable to offer visa sponsorship for this position.