At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and high-quality client service.
- Company: A respected Family Office in London's West End with a collaborative culture.
- Benefits: Competitive salary, 25 days leave, private medical insurance, and a non-contributory pension scheme.
- Other info: Hybrid working model with opportunities for professional development.
- Why this job: Join a dynamic team and develop your career in trust administration.
- Qualifications: Experience in trust administration, STEP qualified, and strong organisational skills.
The predicted salary is between 45000 - 50000 £ per year.
A Family Office is seeking an experienced Trust Administrator to join its team based in London's West End. This is an excellent opportunity for a trust professional looking to develop their career within a collaborative and technically strong environment, working across a varied portfolio of family and charitable trusts and estates.
The Role
- Managing day-to-day trust and estate administration
- Preparing trust accounts and income tax returns
- Calculating inheritance tax charges, capital gains tax liabilities and trust distributions
- Managing and reconciling trust bank accounts
- Preparing beneficiary payments, R185s and related documentation
- Liaising with clients, stockbrokers, HMRC and other professional advisers
- Assisting with trust fund distributions and beneficiaries attaining absolute interests
- Preparing cashflow reports and maintaining accurate records
- Keeping up to date with changes in trust and tax legislation
About You
- Previous experience in trust and estate administration
- Knowledge of trust taxation, accounting and compliance requirements
- Experience preparing trust accounts and tax returns
- STEP qualified
- Strong attention to detail and excellent organisational skills
- A solid understanding of trust structures and beneficiary requirements
- Experience with CCH Trust Accounts, CCH Central and Accounts Production software
Salary & Benefits
- £45,000 - £50,000 depending on experience
- 25 days annual leave
- Private Medical Insurance
- Non-contributory pension scheme
- Life Assurance
- Group Income Protection
Join a respected consultancy where technical excellence, professional development and client service are at the heart of everything they do.
Trust Administrator -Family Office employer: PRO-TAX RECRUITMENT LIMITED
Join a prestigious Family Office in London's vibrant West End, where you will thrive in a collaborative and technically proficient environment. With a strong focus on professional development, you will have the opportunity to manage a diverse portfolio of trusts and estates while enjoying excellent benefits, including private medical insurance and a non-contributory pension scheme. Embrace a workplace that values diversity and inclusion, ensuring every employee feels respected and empowered to grow their career.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator -Family Office
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We think you need these skills to ace Trust Administrator -Family Office
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✨Brush Up on Financial Analysis Skills
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