Trusts Consultant (ATT) – Private Client Advisory

Buzzacott LLP; Greater London; On-site; GBP 50,000 - GBP 70,000; Full time

Job summary

A prominent financial advisory firm in Greater London is seeking an ATT qualified Trusts Consultant. You'll manage a portfolio of trusts and deliver high-quality compliance and advisory services to clients. This is an excellent opportunity to deepen your trusts experience within a supportive team while also receiving further study support towards CTA qualification. The role demands strong trust tax knowledge and the ability to train junior members, making it ideal for an analytically minded professional seeking to grow in their career.

Qualifications

• Proven experience working in a similar role.
• Familiarity with income tax, capital gains tax and inheritance tax.
• Desire to train and develop other team members.

Responsibilities

• Manage a portfolio of various trusts.
• Prepare trust accounts and tax compliance work.
• Assist with HMRC enquiries and client communications.

Skills

Trust Tax knowledge

Analytically minded

MS Office Suite proficient

Ability to train others

Education

ATT Qualification

Tools

CCH Trust Accounts

CCH gains

Digita

Job description

A prominent financial advisory firm in Greater London is seeking an ATT qualified Trusts Consultant. You'll manage a portfolio of trusts and deliver high-quality compliance and advisory services to clients. This is an excellent opportunity to deepen your trusts experience within a supportive team while also receiving further study support towards CTA qualification. The role demands strong trust tax knowledge and the ability to train junior members, making it ideal for an analytically minded professional seeking to grow in their career.