Trusts and Tax Accounts Administrator

KD Recruitment Limited; Tees Valley; On-site; GBP 26,000 - 34,000; Full time

Job summary

KD Recruitment Limited is seeking an experienced Trust Administrator in York to support a specialist Tax and Trusts team. You will handle trusts, estates, and private client tax work with attention to detail and client-focused service.

The role includes managing trust records, preparing tax returns, liaising with HMRC and clients, and supporting estate planning tasks within a respected legal firm. Part-time options may be considered.

Qualifications

• Experience in trusts, estates, private client tax, probate or a similar professional services environment.
• Experience preparing trust, estate and income tax returns.
• Knowledge of TRS, trust accounts, R185 forms and IHT100 forms.
• Understanding of personal tax and trust taxation, including Capital Gains Tax.
• Strong attention to detail and a methodical approach to work.
• Excellent organisation skills and the ability to manage deadlines.
• A professional and discreet approach when dealing with confidential client information.
• Good communication skills, both written and verbal.
• The ability to work well as part of a supportive team.
• A positive, proactive attitude and willingness to take ownership of your work.

Responsibilities

• Assisting with the administration of trusts and estates.
• Preparing and supporting the completion of trust, estate and income tax returns.
• Working with the Trust Registration Service and ensuring trust records are maintained accurately.
• Supporting the preparation of trust accounts.
• Completing R185 and IHT100 forms.
• Assisting with personal tax and trust taxation matters, including Capital Gains Tax.
• Liaising with clients, beneficiaries, HMRC and other professional contacts.
• Maintaining accurate records and ensuring deadlines are monitored and met.
• Supporting the wider team with administration linked to estate planning, wills, probate and lasting powers of attorney.

Skills

Trusts experience

Tax returns

R185 forms

IHT100 forms

Capital Gains Tax

Attention to detail

Organised

Communication skills

Team player

Job description

Are you looking for a Trust and Tax Accounts job in York where you can use your experience of trusts, estates and tax within a highly regarded legal firm?

Would you like to join a supportive and specialist Tax and Trusts team where your attention to detail, technical knowledge and client-focused approach will be genuinely valued?

We are working with an established firm of solicitors who have a strong presence across the region and wider UK. Due to continued demand within their busy Tax and Trusts department, they are looking for an experienced Trust Administrator to join their friendly and knowledgeable team.

This is a fantastic opportunity for someone who has previous experience working within trusts, estates, private client tax, probate or a similar professional services environment. You will be supporting a dedicated team who advise clients across all aspects of tax and trusts work, with a particular focus on trusts, estate planning, wills, probate and lasting powers of attorney.

Candidates looking for part-time hours will also be considered for this role.

What the Trust and Tax Accounts job involves

You will provide accurate and organised support to the Tax and Trusts team, helping to ensure client matters are managed efficiently, professionally and with care.

• Assisting with the administration of trusts and estates.
• Preparing and supporting the completion of trust, estate and income tax returns.
• Working with the Trust Registration Service and ensuring trust records are maintained accurately.
• Supporting the preparation of trust accounts.
• Completing R185 and IHT100 forms.
• Assisting with personal tax and trust taxation matters, including Capital Gains Tax.
• Liaising with clients, beneficiaries, HMRC and other professional contacts.
• Maintaining accurate records and ensuring deadlines are monitored and met.
• Supporting the wider team with administration linked to estate planning, wills, probate and lasting powers of attorney.

Skills required

To be successful in this role, you will ideally have:

• Previous experience working within trusts, estates, private client tax, probate or a similar professional services environment.
• Experience of trust, estate and income tax returns.
• Knowledge of TRS, trust accounts, R185 forms and IHT100 forms.
• An understanding of personal tax and trust taxation, including Capital Gains Tax.
• Strong attention to detail and a methodical approach to work.
• Excellent organisation skills and the ability to manage deadlines.
• A professional and discreet approach when dealing with confidential client information.
• Good communication skills, both written and verbal.
• The ability to work well as part of a supportive team.
• A positive, proactive attitude and willingness to take ownership of your work.

This role would suit someone currently working as a Trust Administrator, Tax and Trusts Administrator, Private Client Administrator, Trusts and Estates Administrator, Probate Administrator, Personal Tax Assistant or Tax Assistant who is looking to develop their career within a respected legal firm.

Other information

• Monday To Friday working 9am to 5pm
• Dynamic and flexible working options
• 25 days holiday plus bank holidays and additional leave given at Xmas
• Length of Service loyalty scheme
• Employee Assistant programme