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- Tasks: Manage diverse UK and offshore trust portfolios while supporting high-net-worth clients.
- Company: Top 30 professional services firm with a dynamic Private Client team.
- Benefits: Competitive salary, full study support for CTA or STEP qualifications, and professional development.
- Why this job: Join a growing team and gain exposure to complex client work in trust taxation.
- Qualifications: ATT qualification and experience with trusts; strong communication and organisational skills.
- Other info: Supportive environment with opportunities to work with high-profile clients.
The predicted salary is between 36000 - 60000 £ per year.
My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. Due to continued growth, the Trusts sub-team is seeking a Trust Consultant to assist in managing a diverse portfolio of UK and offshore trusts, supporting high-net-worth individuals, families, and trustees both in the UK and internationally.
This is an excellent opportunity for someone with existing trust experience to join a successful, expanding team, gain exposure to complex client work, and develop their career with full study support towards CTA or STEP qualifications.
Key Responsibilities:
- Assist in the management of a varied portfolio of UK and offshore trust clients.
- Prepare or review trust accounts, tax returns, and IHT 10-year/exit charge calculations under supervision.
- Support senior team members in advising trustees and beneficiaries on distributions and UK reporting requirements.
- Ensure compliance with HMRC Trust Registration Service (TRS) rules.
- Assist with drafting advisory reports on UK and offshore trust structures.
- Contribute to trust and estate tax planning projects and identify opportunities for clients.
- Liaise with clients and third-party advisers in a professional and timely manner.
- Support and learn from more senior team members, developing both technical and advisory skills.
What You’ll Need:
- ATT qualification (essential).
- Experience working with trusts – ideally including compliance and tax return preparation.
- Strong interest in developing a career in private client and trust taxation.
- Excellent written and verbal communication skills.
- Highly organised with good attention to detail.
- Proficient in Microsoft Excel (experience with CCH or Digita desirable).
- A proactive attitude and willingness to study towards CTA or STEP (full support provided).
What’s on Offer:
- Opportunity to work with high-profile UK and international clients.
- Supportive team environment with structured training and professional development.
- Full study support for CTA or STEP qualifications.
- Competitive salary and benefits package.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Trusts Consultant employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Consultant
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to current Trusts Consultants on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with trusts and tax returns. Share specific examples of how you've tackled challenges in the past – it shows you're ready for the role!
✨Ask Smart Questions
During interviews, don’t just wait for questions to be thrown at you. Prepare some insightful questions about the team, their approach to trust management, or the types of clients they work with. It shows you're genuinely interested and engaged.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance of landing that Trusts Consultant role. It streamlines the process and ensures your application gets the attention it deserves!
We think you need these skills to ace Trusts Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts Consultant role. Highlight your experience with trusts, compliance, and tax returns. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client and trust taxation. Let us know how you can contribute to our dynamic team.
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and professional. We appreciate attention to detail, so double-check for any typos or errors!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of UK and offshore trusts. Be prepared to discuss specific cases or examples from your past experience that demonstrate your understanding of trust management, compliance, and tax return preparation.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and third-party advisers, practice articulating complex concepts in a clear and concise manner. Consider preparing a few scenarios where you've successfully communicated with clients or team members to highlight your verbal and written skills.
✨Demonstrate Your Proactive Attitude
Employers love candidates who take initiative. Be ready to share instances where you've gone above and beyond in your previous roles, whether it was identifying opportunities for clients or contributing to team projects. This will show your enthusiasm for the role and your commitment to professional growth.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the types of clients you'll be working with, and the support for CTA or STEP qualifications. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
