At a Glance
- Tasks: Manage trust and estate administration while preparing accounts and tax returns.
- Company: Established Private Family Office in London's vibrant West End.
- Benefits: Excellent salary, hybrid working, 25 days leave, and private medical insurance.
- Other info: Inclusive workplace committed to diversity and personal comfort during recruitment.
- Why this job: Join a collaborative team and build long-term client relationships with diverse trusts.
- Qualifications: STEP qualification and experience in UK trusts and estates required.
The predicted salary is between 68000 - 68000 £ per year.
An established Private Family Office is looking to recruit an experienced Trust Tax Manager or Senior Trust Tax Consultant to join its highly regarded team in London's West End. This is an excellent opportunity to work with a varied portfolio of family and charitable trusts and estates in a collaborative environment where quality of advice and long-term client relationships are the priority.
Responsibilities
- Managing trust and estate administration
- Preparing trust accounts and tax returns
- Calculating inheritance tax, capital gains tax and trust income tax liabilities
- Managing trust distributions, beneficiary payments and R185s
- Reconciling trust bank accounts and preparing cashflow reports
- Liaising with HMRC, investment managers and external advisers
- Ensuring compliance with current trust and tax legislation
About You
- STEP qualification
- Experience managing UK trusts and estates
- Strong knowledge of trust taxation, accounting and compliance
- Experience preparing trust accounts and tax returns
- Excellent communication and organisational skills
- Experience with CCH Trust Accounts, CCH Central and Accounts Production
What's on Offer
- £Excellent salary
- Hybrid working (3 days office / 2 days home)
- 25 days' annual leave
- Private Medical Insurance
- Non-contributory pension
- Life Assurance
- Group Income Protection
To apply or find out more, contact John Corfield 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.
