Trust Senior - Private Client & Trusts | Hybrid London

TPF Recruitment Ltd; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Life assurance

Private medical insurance

Career progression

Training and development

Job summary

TPF Recruitment is recruiting a Trust Senior in London for a role within a respected Private Client and Trusts Team. Hybrid working in Central London with a comprehensive benefits package awaits the right candidate.

The role combines trust accounting, tax compliance, administration, and advisory work for high net worth clients, family offices and estates, offering exposure to inheritance tax and wealth preservation projects.

Qualifications

• ACCA, ACA, CTA or STEP qualification required.
• 3–5 years' experience in Trusts, Private Client Tax or Estate Planning.
• Strong experience preparing and reviewing trust accounts and tax returns.

Responsibilities

• Manage a portfolio of UK resident trust clients and oversee trust accounts.
• Prepare and review trust tax returns and compliance work.
• Support with inheritance tax planning and succession planning projects.
• Mentor junior staff and ensure deadlines are met.
• Prepare technical reports and client recommendations.

Job description

TPF Recruitment is recruiting a Trust Senior in London for a role within a respected Private Client and Trusts Team. Hybrid working in Central London with a comprehensive benefits package awaits the right candidate.

The role combines trust accounting, tax compliance, administration, and advisory work for high net worth clients, family offices and estates, offering exposure to inheritance tax and wealth preservation projects.