Trust Tax Advisor

RECfinancial; Wollaton; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Hybrid / flexible working

Generous benefits package

Portfolio ownership opportunities

Job summary

RECfinancial is recruiting a Trust Tax Adviser to join the East Midlands specialist Trusts Team across Grantham, Boston or Stamford offices. You will deliver high-quality trust compliance and advisory work for high-net-worth clients, trustees and family offices, with a clear path to portfolio ownership.

The role blends technical tax expertise with client impact in a collaborative, supportive environment offering hybrid/flexible working and a generous benefits package as part of a progressive

Qualifications

• Proven experience in trust and estate taxation.
• 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.

Responsibilities

• 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.
• Take ownership of your own portfolio of trust clients.
• Deliver specialist advisory work, including tax implications of trust distributions, planning ahead of 10-year anniversary charges, and advising on trust restructuring and wind-ups.

Skills

Trust taxation

Client communication

Analytical mindset

Multi-tasking

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. Theyre now looking to appoint a talented Trust Tax Adviser to join them across their offices in Grantham, Boston or Stamfordoffice.

This is more than a compliance role its 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, youll 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.

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

What Youll 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, youll 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?

• £35000 - £52000 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 youre 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.