Trusts & Tax Senior

Taxation; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A prestigious advisory firm in central London is seeking an experienced Trust & Tax Senior to manage a diverse portfolio of trusts while providing excellent client service. This role emphasizes interaction with HNW/UHNW families, requires expertise in tax return preparation and administration, and offers support for STEP qualification. The firm promotes a hybrid working environment, allowing flexible work-from-home options for employees. If you have a strong track record in trust management, apply now to join a team that values professional growth.

Qualifications

• Experience as a Trust Senior in a private client-focused firm.
• Strong understanding of administration, accounts, and tax return preparation.
• Ability to liaison with third-parties effectively.

Responsibilities

• Manage a portfolio of trusts, ensuring compliance and performance.
• Prepare accounts and tax returns for trusts.
• Develop and maintain client relationships.

Skills

Trust portfolio management

Client-facing communication

Tax preparation

Third-party liaison

Job description

We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working).

The position would suit an experienced Trust Senior looking to join a private client-focused firm, that advises HNW/UHNW families and their personal wealth.

The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role.

Full support will be provided with the STEP qualification if required. The team has a strong track-record of developing its advisers and will support progression towards Manager grade and beyond.

The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes. Ref 673

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