Trust Tax Advisor: Own Your Client Portfolio

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

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