At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while ensuring high client service standards.
- Company: Reputable Private Family Office with a supportive and collaborative culture.
- Benefits: £65,000 salary, hybrid working, 25 days holiday, and private medical insurance.
- Other info: Equal opportunity employer welcoming applicants from all backgrounds.
- Why this job: Enjoy a genuine work-life balance while making a real impact in trust tax management.
- Qualifications: STEP qualified with experience in trust and estate administration preferred.
The predicted salary is between 65000 - 65000 £ per year.
Location: London West End
Hybrid (3 Days Office / 2 Days Home)
Salary: £65,000 + Excellent Benefits
Looking for a Trust Tax role where you can manage a high-quality portfolio while enjoying genuine work-life balance? We're recruiting for a Private Family Office with an outstanding reputation, offering the opportunity to work with a diverse portfolio of family and charitable trusts and estates in a supportive, collaborative environment.
Role
- Managing a portfolio of trusts and estates
- Preparing trust accounts and tax returns
- Handling inheritance tax, capital gains tax and trust distributions
- Liaising with clients, HMRC and professional advisers
- Supporting beneficiaries and maintaining high standards of client service
About You
You'll ideally be STEP qualified with experience in trust and estate administration, trust tax compliance and preparing trust accounts. Experience with CCH TrustAccounts and CCHCentral would be an advantage.
Benefits
- £65,000 salary
- Hybrid working (3 days in the office)
- 25 days holiday
- Private Medical Insurance
- Non contributory pension
- Life Assurance
- Group Income Protection
Equal Opportunity
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.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
