At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and high-quality client service.
- Company: Dynamic private family office in London's West End with a hybrid working model.
- Benefits: £50,000 salary, 25 days leave, private medical insurance, and a non-contributory pension.
- Other info: Opportunity for career growth in a fast-paced environment.
- Why this job: Join a supportive team and make a real difference in trust administration.
- Qualifications: Experience in trust and estate administration, STEP qualified, and strong attention to detail.
The predicted salary is between 50000 - 50000 £ per year.
London West End | Hybrid Working (3 Days Office / 2 Days Home) £50,000 salary + Pension and excellent benefits
The Role
- You will be responsible for the administration and compliance of a portfolio of trusts and estates, ensuring the efficient delivery of high-quality client service.
- Duties will include:
- 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
- We are looking for an organised and detail-oriented individual with:
- 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
- 25 days annual leave
- Private Medical Insurance
- Non-contributory pension scheme
- Life Assurance
- Group Income Protection
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
We think you need these skills to ace Trust Tax Consultant - Private Family Office
Trust and Estate Administration
Trust Taxation Knowledge
Accounting Skills
Compliance Requirements
Preparation of Trust Accounts
Preparation of Tax Returns
Inheritance Tax Calculation
