Job detailsSalary40-50,000LocationCity of LondonJob typePermanentReference5092xJob descriptionThis is a strong opportunity for someone with experience in trusts or estates who wants to build deeper technical expertise within one of the larger specialist Trust & Estate teams in the mid-tier.
You would join an established team of, working across a substantial and varied client base that includes more than trusts, estates, private charities, individuals and families, as well as clients requiring family office-style administrative support.
The work is broad. You will manage your own portfolio and gain exposure to trusts holding private company shares, significant property and investment assets, alongside deceased estates and more complex family structures.
Importantly, the role is not purely compliance focused. Alongside trust tax returns and annual accounts, you will have the opportunity to become involved in estate administration, inheritance tax matters and wider Trust & Estate advisory work.
You will also have regular contact with clients and work closely with solicitors, investment managers, HMRC and other professional advisers, giving you plenty of opportunity to develop both technically and commercially.
Your work will includePreparing trust tax returns and annual trust accountsManaging a portfolio of trust and estate clientsSupporting estate administration and estate tax reportingPreparing inheritance tax calculationsAssisting with Trust & Estate advisory projectsLiaising directly with clients and external advisersSupporting fee preparation and wider management of the portfolioWorking alongside other specialist teams across the firmWhat they can offer youThey can offer excellent long-term prospects, ongoing technical training and full support towards further professional study, including ATT, CTA or STEP. As your experience develops, there is scope to take on greater responsibility, broaden your advisory exposure and progress within an established and growing Trust & Estate team.
Personal Tax and Accounts Senior in London employer: Creative Tax Recruitment
As a Trust Senior in the heart of London, you will thrive in a dynamic and supportive environment that prioritises your professional growth. With access to ongoing technical training and opportunities for further qualifications, you will be part of a collaborative team that values innovation and client engagement, ensuring a rewarding career path in the Trust & Estate sector. The firm's commitment to employee development and a diverse client portfolio makes it an exceptional place to build your expertise and advance your career.
