Trust Senior: Private Client & Wealth Planning (Hybrid)

TPF Recruitment Ltd; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Private medical insurance

Life assurance

Structured career progression

Ongoing professional development

Wellbeing programmes

Team social events

Modern offices with transport links

Job summary

TPF Recruitment Ltd in London is seeking a Trust Senior for the Private Client and Trusts Team. You will manage UK resident trust portfolios, oversee accounts and tax, and support senior colleagues on advisory projects.

This role offers hybrid working, exposure to high net worth clients, inheritance tax and estate planning, and opportunities for mentoring and professional development within a supportive team.

Qualifications

• Minimum 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.
• Exposure to high net worth individuals, family offices or complex wealth structures is advantageous.
• Strong client relationship and communication skills.
• Ability to manage multiple priorities and deadlines.
• Experience supervising or reviewing junior staff is desirable.
• Knowledge of CCH Trust Accounts and CCH Personal Tax is a plus.
• Experience of inheritance tax planning and estate planning.
• Exposure to trusts advisory projects.
• Strong Microsoft Excel and Microsoft 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 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

Client relationship skills

Communication skills

Time management

Mentoring junior staff

Attention to detail

Analytical skills

MS Excel

MS Word

Tools

Microsoft Excel

Microsoft Word

Job description

TPF Recruitment Ltd in London is seeking a Trust Senior for the Private Client and Trusts Team. You will manage UK resident trust portfolios, oversee accounts and tax, and support senior colleagues on advisory projects.

This role offers hybrid working, exposure to high net worth clients, inheritance tax and estate planning, and opportunities for mentoring and professional development within a supportive team.