At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and high-quality client service.
- Company: Dynamic Family Office in London's West End with a collaborative culture.
- Benefits: £50,000 salary, pension, hybrid working, and excellent benefits.
- Other info: Opportunity to work with a varied portfolio of family and charitable trusts.
- Why this job: Join a technically strong team and grow your career in trust tax consulting.
- Qualifications: Experience in trust administration and tax compliance is essential.
The predicted salary is between 50000 - 50000 £ per year.
A Family Office is seeking an experienced Trust Tax Consultant 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
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
Trust Tax Consultant - Private Family Office employer: Pro-Tax Recruitment
Join a prestigious Family Office in London's vibrant West End, where you will thrive in a supportive and collaborative environment that values professional growth. With a competitive salary, excellent benefits, and a hybrid working model, this role offers the perfect balance of flexibility and career advancement opportunities for trust professionals eager to make a meaningful impact in managing diverse family and charitable trusts.
