At a Glance
- Tasks: Manage trust and estate portfolios while ensuring compliance and high client service.
- 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: Enjoy a dynamic environment with excellent career growth opportunities.
- Why this job: Achieve work-life balance while making a real impact in trust and estate management.
- Qualifications: STEP qualified with experience in trust tax compliance and administration.
The predicted salary is between 60000 - 75000 £ per year.
London West End | Hybrid (3 Days Office / 2 Days Home) £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.
The Role
- You'll take ownership of trust and estate administration and compliance, including:
- 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 Trust Accounts and CCH Central would be an advantage.
What's on Offer?
- £65,000 salary
- Hybrid working (3 days in the office)
- 25 days' holiday
- Private Medical Insurance
- Non-contributory pension
- Life Assurance
Trust Tax Manager - Private Family Office employer: Pro-Tax Recruitment
Join a prestigious Private Family Office in the heart of London's West End, where you can thrive as a Trust Tax Manager while enjoying a genuine work-life balance. With a strong emphasis on employee well-being, this firm offers hybrid working arrangements, excellent benefits including private medical insurance and a non-contributory pension, and a collaborative culture that fosters professional growth and development. Here, you'll have the opportunity to manage a diverse portfolio of trusts and estates, all within a supportive environment that values high standards of client service.
