At a Glance
- Tasks: Prepare trust tax returns and advise clients on complex tax matters.
- Company: Join a respected East Midlands accountancy group with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and generous benefits package.
- Other info: Clear progression opportunities and supportive team environment.
- Why this job: Make a real impact on high-net-worth clients' wealth planning.
- Qualifications: Experience in trust taxation and strong UK tax legislation knowledge.
The predicted salary is between 51750 - 63250 £ per year.
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. You’ll be part of a collaborative, forward-thinking team where your ideas are valued and your development is actively supported.
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.
Trust Tax Advisor in Lincolnshire employer: RECfinancial
RECfinancial is an excellent employer, offering a supportive work culture where team collaboration and professional development are prioritised. With a competitive salary, generous holiday allowance of 34 days, and a vibrant open office space in Leicestershire, employees are encouraged to thrive both personally and professionally while contributing to the success of the payroll operations.
