Trust Tax Advisor

RECfinancial; Stamford; On-site; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Hybrid / flexible working

Very generous benefits package

Portfolio ownership progression

Job summary

RECfinancial is seeking a Trust Tax Adviser to shape the future of trust advisory across its East Midlands offices, including Grantham, Boston or Stamford. This role delivers high-quality compliance and advisory services to high-net-worth individuals, trustees and family offices.

You\'ll manage your own portfolio of trust clients, provide practical solutions to complex UK trust tax matters, and collaborate with cross-functional teams to offer joined-up client service.

Qualifications

• Proven experience in trust and estate taxation (practice or specialist advisory).
• Strong working knowledge of UK trust tax legislation and compliance.
• Confident communicator with the ability to build lasting client relationships.
• Strong analytical mindset with a practical approach to problem-solving.

Responsibilities

• Prepare and review trust tax returns with accuracy and compliance.
• Advise on a wide range of trust taxation matters.
• Build strong client relationships through proactive communication.
• Collaborate with wider advisory teams to deliver high-quality client solutions.

Skills

Trust taxation

UK tax legislation

Client communication

Analytical thinking

Multitasking

Education

ATT/CTA/STEP/ACA/ACCA

Job description

Trust Tax Adviser

Shape the future of trust advisory with a role that blends technical expertise, client impact, and genuine career progression.

RECfinancial are currently working with a highly regarded East Midlands Group of accountancy practices that are expanding its specialist Trusts Team. They re now looking to appoint a talented Trust Tax Adviser to join them across their offices in Grantham, Boston or Stamford office.

This is more than a compliance role it s an opportunity to work closely with high–net–worth individuals, trustees and family offices, delivering meaningful advice that directly impacts long–term wealth planning.

The Opportunity

As a Trust Tax Adviser, you ll play a key role in delivering both high–quality compliance and advisory services, helping clients confidently navigate complex UK trust tax legislation while providing practical, commercially focused solutions.

You ll be part of a collaborative, forward–thinking team where your ideas are valued and your development is actively supported.

What You ll Be Doing as the Trust Tax Advisor?

• Preparing and reviewing trust tax returns, ensuring accuracy and compliance
• Supporting and advising on a wide range of trust taxation matters
• Building strong, trusted relationships with clients through clear and proactive communication
• Collaborating with wider advisory teams to deliver joined–up, high–quality client solutions

As you develop in the role of Trust Tax Advisor, you ll have the opportunity to:

• Take ownership of your own portfolio of trust clients
• Play a key role in delivering specialist advisory work, including:
• Tax implications of trust distributions
• Planning ahead of 10–year anniversary charges
• Advising on trust restructuring and wind–ups

What is our client looking for as the Trust Tax Advisor?

• Proven experience in trust and estate taxation (practice or specialist advisory environment)
• Strong working knowledge of UK trust tax legislation and compliance
• Qualified (or qualified by experience): ATT, CTA, STEP, ACA, ACCA
• Confident communicator with the ability to build lasting client relationships
• Strong analytical mindset with a practical approach to problem–solving
• Able to manage multiple priorities in a fast–paced, client–focused environment

What's in for you the Trust Tax Advisor?

• GBP35000 – GBP52000 DOE
• Hybrid / flexible working
• Very generous benefits package
• Exposure to a high–quality, varied client base
• A genuine blend of compliance and advisory work
• Clear progression opportunities, including portfolio ownership
• A supportive, collaborative team culture
• Flexible office locations across the East Midlands

If you re looking for a role where you can deepen your expertise, build meaningful client relationships and progress your career in trust advisory, this is an opportunity worth exploring.
For further information, please call myself, Neil on the office number or email me.

INDREC