Trusts & Estates Senior — Hybrid & Study Support

Clark Wood - Tax Recruitment; Greater London; Híbrido; GBP 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Study support toward ATT/CTA/STEP

Competitive salary

Descripción de la vacante

Clark Wood - Tax Recruitment is partnering with a Top 30 accountancy and business advisory firm in London to appoint a Trust Senior in its established Trust & Estate team. You will manage a diverse portfolio of trusts and estates, delivering compliant tax returns and accounting work while developing advisory expertise.

The role offers hybrid working, clear career progression, ongoing technical training, and full study support towards ATT, CTA or STEP qualifications for ambitious Trusts & Estates

Formación

• Minimum two years' experience in a Trusts & Estates or Private Client Tax environment.
• Experience preparing Trust Tax Returns and Trust Accounts.
• Exposure to Estate Administration and Inheritance Tax compliance.

Responsabilidades

• Manage a portfolio of trusts, estates, private charities and family offices.
• Prepare Trust Tax Returns and Trust Accounts for clients.
• Assist with Estate Accounts and estate administration tax reporting.
• Support senior team on Trust & Estate advisory projects.
• Liaise with clients, solicitors, HMRC and other advisers.
• Contribute to fee preparation and WIP management.
• Build long-term client relationships through proactive service.

Conocimientos

Trusts & Estates experience

Communication skills

Attention to detail

Study toward ATT/CTA/STEP

Descripción del empleo

Clark Wood - Tax Recruitment is partnering with a Top 30 accountancy and business advisory firm in London to appoint a Trust Senior in its established Trust & Estate team. You will manage a diverse portfolio of trusts and estates, delivering compliant tax returns and accounting work while developing advisory expertise.

The role offers hybrid working, clear career progression, ongoing technical training, and full study support towards ATT, CTA or STEP qualifications for ambitious Trusts & Estates