Private Client Trusts & Tax Senior — Hybrid, Growth Path

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

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.