Trusts Consultant (Part-Qualified) Private Clients

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

Our trusted team of just over 30 people, including 4 Partners, work with individuals and their structures on some of the biggest financial decisions that they may face. The core of our work focuses on advising on the assets of an individual, family or.o business, and assessing the opportunities available to them, minimising their liability. Many of our clients use Buzzacott for other services, so there is the opportunity to work closely and build676 relationships with your colleagues in other teams around the firm and within our PrimeGlobal association.

Role Overview

As an ATT qualified Trusts Consultant, you will be responsible for managing a portfolio of various trusts and supporting the team in delivering high-quality compliance and advisory services to clients. Sitting within the wider private client team, you will be offered further study support, working towards the CTA qualification. In addition, this is a great opportunity for someone to learn and develop, whilst deepening their trusts experience, being part of this well‑established team.

What you'll be doing

• Preparing trust accounts, tax returns, capital gains tax computations, historic offshore trust catch up calculations, IHT returns and other tax compliance work.
• Assist Partners/Directors and Managers with planning and other ad hoc assignments ensuring all compliance issues are dealt with efficiently.
• In conjunction with the manager group, assist with responding to all HMRC enquiries, liaising with clients and/or other team members who will prepare draft responses for your review.
• Assist with the technical and professional development of more junior team members.
• Attending external networking events to represent the firm.
• Assist with the technical training and professional development of more junior members of the team, including monitoring of their work and progress being made, and helping resolve any problems and difficulties encountered.

What you'll bring

• ATT Qualified
• Proven experience working in a similar role
• Trust Tax knowledge; familiarity with income tax, capital gains tax and inheritance tax and how this is applied to UK trusts scalar
• Analytically minded with sound attention to detail
• Ability and desire to train and develop other team members and act as a role model within the team
• The CTA or STEP qualification is beneficial but not essential. We’re happy to support the right candidate in pursuing either qualification to further their professional development.
• High level of knowledge of MS Office Suite; in supporting a paperless office
• Knowledge of CCH Trust Accounts/CCH gains/Digita (desirable)

Why Buzzacott?

We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals whoгыл support your continued development, while you contribute to shaping the growth of both our team and our clients.

At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit. We also have a firmly embedded approach to flexitime and support flexible working opportunities.

• To see more information about our Rewards & Benefits follow this link: Rewards & Benefits
• For more information 　 about the HR team, please click here.
• To find out more about life at Buzzacott, please click here.
• To hear from team members across the firm on their experience of life at Buzzacott, please click here.

If you are interested in this role, we encourage you to apply directly via the Apply button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to oneacted HR team about the vacancy before applying, contact us at [e-mail].

Please note: Our HR Team review and respond to all applications.

No agencies please.