At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while ensuring compliance and delivering top-notch client service.
- Company: Prestigious Private Family Office in London's West End with a collaborative culture.
- Benefits: £65,000 salary, hybrid working, 25 days' leave, private medical insurance, and pension.
- Other info: Diverse and inclusive workplace committed to professional development and career growth.
- Why this job: Join a supportive team where your expertise is valued and enjoy genuine work-life balance.
- Qualifications: Experience in trust and estate administration, ideally with STEP qualification and strong UK tax knowledge.
The predicted salary is between 45000 - 55000 £ per year.
- Trust Tax Manager - Private Family Office
- London West End | Hybrid Working (3 Days Office / 2 Days Home)
- £65,000 + Excellent Benefits
Are you an experienced Trust Tax professional looking for a role that combines interesting technical work with genuine work-life balance?
We're partnering with a highly respected Private Family Office in London's West End that advises generations of wealthy families and charitable trusts.
This is an excellent opportunity to join a collaborative, close-knit team where you'll manage a high-quality portfolio, build trusted client relationships and work in an environment that values expertise, autonomy and professional development.
The Role
You'll take responsibility for a varied portfolio of trusts and estates, ensuring compliance while delivering a first-class service to clients and beneficiaries.
Working closely with colleagues and professional advisers, you'll handle a broad range of trust taxation and administration matters.
Your responsibilities will include
- Managing a portfolio of family and charitable trusts and estates.
- Preparing trust accounts and trust tax returns.
- Advising on inheritance tax, capital gains tax and trust distributions.
- Liaising with clients, HMRC and external professional advisers.
- Supporting beneficiaries and maintaining exceptional client service throughout.
About You
You'll have experience managing trust and estate administration and trust tax compliance within a professional practice, family office or legal environment.
Ideally, you'll also have
- STEP qualification (or be working towards it).
- Experience preparing trust accounts and trust tax returns.
- Strong technical knowledge of UK trust taxation.
- Excellent communication and relationship-building skills.
- Experience using CCH Trust Accounts and CCH Central (desirable).
What's on Offer?
- Hybrid working (3 days in the office, 2 from home).
- 25 days' annual leave.
- Private Medical Insurance.
- Non-contributory pension.
- Life Assurance.
- Group Income Protection.
If you're looking to join a prestigious Family Office where your technical expertise is recognised and you'll enjoy long-term career development in a supportive environment, we'd love to hear from you.
To find out more, contact John Corfield at Pro Tax on
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique.
We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust Tax Manager - Private Family Office in London employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Tax Manager - Private Family Office in London
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We think you need these skills to ace Trust Tax Manager - Private Family Office in London
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