At a Glance
- Tasks: Manage trusts and estates, prepare accounts, and liaise with clients and HMRC.
- 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: Join a diverse team where your expertise is valued and career growth is encouraged.
- 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 administration and compliance.
The predicted salary is between 65000 - 65000 £ 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
- 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
- Group Income Protection
If you’re looking to join a respected Family Office where your technical expertise is valued and your career can continue to grow, we’d love to hear from you. Contact John at Pro Tax at John.corfield@pro-tax.co.uk
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.
