At a Glance
- Tasks: Prepare and review trust tax returns while advising clients on complex tax matters.
- Company: Join a respected East Midlands accountancy group with a focus on trust advisory.
- Benefits: Competitive salary, hybrid working, generous benefits, and clear career progression.
- Other info: Collaborative team culture with flexible office locations across the East Midlands.
- Why this job: Make a real impact on clients' wealth planning while developing your expertise.
- Qualifications: Experience in trust taxation and strong knowledge of UK tax legislation required.
The predicted salary is between 51750 - 63250 £ per year.
Trust Tax Adviser
Shape the future of trust advisory with a role that blends technical expertise, client impact, and genuine career progression. RECfinancial are currently working with a highly regarded East Midlands Group of accountancy practices that are expanding its specialist Trusts Team. They are now looking to appoint a talented Trust Tax Adviser to join them across their offices in Grantham, Boston or Stamford office.
This is more than a compliance role; it’s an opportunity to work closely with high-net-worth individuals, trustees and family offices, delivering meaningful advice that directly impacts long-term wealth planning.
The Opportunity
As a Trust Tax Adviser, you’ll play a key role in delivering both high-quality compliance and advisory services, helping clients confidently navigate complex UK trust tax legislation while providing practical, commercially focused solutions.
What You’ll Be Doing as the Trust Tax Advisor?
- Preparing and reviewing trust tax returns, ensuring accuracy and compliance
- Supporting and advising on a wide range of trust taxation matters
- Building strong, trusted relationships with clients through clear and proactive communication
- Collaborating with wider advisory teams to deliver joined-up, high-quality client solutions
As you develop in the role of Trust Tax Advisor, you’ll have the opportunity to:
- Take ownership of your own portfolio of trust clients
- Play a key role in delivering specialist advisory work, including:
- Tax implications of trust distributions
- Planning ahead of 10-year anniversary charges
- Advising on trust restructuring and wind-ups
What is our client looking for as the Trust Tax Advisor?
- Proven experience in trust and estate taxation (practice or specialist advisory environment)
- Strong working knowledge of UK trust tax legislation and compliance
- Qualified (or qualified by experience): ATT, CTA, STEP, ACA, ACCA
- Confident communicator with the ability to build lasting client relationships
- Strong analytical mindset with a practical approach to problem-solving
- Able to manage multiple priorities in a fast-paced, client-focused environment
What's in for you the Trust Tax Advisor?
- £35,000 - £52,000 DOE
- Hybrid / flexible working
- Very generous benefits package
- Exposure to a high-quality, varied client base
- A genuine blend of compliance and advisory work
- Clear progression opportunities, including portfolio ownership
- A supportive, collaborative team culture
- Flexible office locations across the East Midlands
If you’re looking for a role where you can deepen your expertise, build meaningful client relationships and progress your career in trust advisory, this is an opportunity worth exploring.
For further information, please call myself, Neil on the office number or email me.
Locations
Tax Specialist - Accountancy Practice in Lincolnshire, Stamford employer: RECfinancial
Join a highly regarded accountancy practice in the East Midlands as a Trust Tax Adviser, where you will enjoy a supportive and collaborative team culture that prioritises employee growth and development. With flexible working options and a generous benefits package, this role offers the chance to work closely with high-net-worth clients while making a significant impact on their long-term wealth planning. Embrace the opportunity to take ownership of your own portfolio and advance your career in a dynamic environment that values both compliance and advisory expertise.
