At a Glance
- Tasks: Manage trust and estate compliance, prepare tax returns, and liaise with clients.
- Company: Established accountancy practice with a supportive and collaborative culture.
- Benefits: Competitive salary, flexible working hours, ongoing training, and generous holiday allowance.
- Other info: Hybrid working available with excellent career development opportunities.
- Why this job: Join a respected firm and build a rewarding career in trust and estate work.
- Qualifications: Experience in private client, trust or estate work; strong organisational skills.
The predicted salary is between 30000 - 50000 £ per year.
About the Opportunity
An established and highly regarded accountancy practice is looking to recruit a Private Client Trust & Estates Senior to join its growing specialist team.
This is an excellent opportunity for someone with experience in private client, trust or estate work who is looking to further develop their career within a supportive, collaborative environment.
You'll work with a varied portfolio of trusts, estates and private clients, gaining exposure to interesting and technically rewarding work while being supported in your ongoing professional development.
Whether you're already specialising in trusts and estates or have a solid private client background and are looking to specialise, we'd be keen to hear from you.
The Role
You’ll be responsible for managing a portfolio of trust and estate compliance matters while working closely with colleagues to deliver an excellent service to clients.
Key Responsibilities
- Manage a portfolio of trust and estate compliance assignments.
- Prepare trust and estate tax returns, ensuring statutory deadlines are met.
- Prepare trust and estate accounts.
- Assist with Trust Registration Service (TRS) registrations and ongoing administration.
- Liaise with clients, professional advisers and HMRC.
- Support inheritance tax (IHT) compliance work, including preparation of IHT returns.
- Maintain accurate client records and ensure compliance with current legislation.
- Build strong relationships with clients and colleagues.
You’ll ideally have experience in some or most of the following
- Trust and estate compliance.
- Trust and estate taxation.
- Trust accounting.
- Trust Registration Service (TRS).
- Private client work within an accountancy, legal or professional services environment.
- Excellent organisational skills and strong attention to detail.
- The ability to manage multiple deadlines while maintaining high levels of accuracy.
It would be beneficial if you also have
- Experience preparing inheritance tax (IHT) returns.
- Knowledge of CCH software.
- ATT and/or STEP qualifications (or be working towards them).
Don’t worry if you don’t meet every requirement.
Training and support will be provided, particularly in inheritance tax work, for the right candidate with a solid private client foundation.
What’s on Offer
- Competitive salary of £30,000–£50,000, depending on experience.
- Flexible working hours with core office hours.
- Hybrid and flexible working environment.
- Ongoing training and career development.
- Support towards professional qualifications where appropriate.
- Life assurance.
- Generous holiday allowance with the option to purchase additional leave.
- A friendly, collaborative and highly experienced team.
If you’re looking to build a long-term career within trust and estate work while working with a respected and supportive firm, we’d love to hear from you.
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Private Client Trust & Estates Senior employer: Dobson Welch Recruitment Specialists
Join a well-established childrenswear supplier in Holborn, London, where creativity meets collaboration in a hybrid working environment. With over 50 years of experience, the company offers regular training and development opportunities, ensuring that you grow alongside a talented design team while working on exciting projects for major UK retail accounts.
Contact Details:
Dobson Welch Recruitment Specialists Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Trust & Estates Senior
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We think you need these skills to ace Private Client Trust & Estates Senior
Some tips for your application 🫡
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How to prepare for a job interview at Dobson Welch Recruitment Specialists
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dobson Welch Recruitment Specialists.
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Before your interview, reach out to current or former Dobson Welch Recruitment Specialists employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
