Trust Tax Adviser: Own Your Client Portfolio & Advisory in Stamford

Trust Tax Adviser: Own Your Client Portfolio & Advisory in Stamford

Stamford Full-Time 51750 - 63250 Β£ / year (est.) No working from home possible
RECfinancial

At a Glance

  • Tasks: Manage your own portfolio of trust clients and provide expert tax advice.
  • Company: RECfinancial, a leader in trust advisory services in the East Midlands.
  • Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
  • Other info: Join a dynamic team with a focus on collaboration and innovation.
  • Why this job: Shape the future of trust advisory while making a real difference for clients.
  • Qualifications: Experience in trust tax matters and strong client management skills.

The predicted salary is between 51750 - 63250 Β£ per year.

RECfinancial is seeking a Trust Tax Adviser to shape the future of trust advisory across its East Midlands offices, including Grantham, Boston or Stamford.

This role delivers high-quality compliance and advisory services to high-net-worth individuals, trustees and family offices.

You\'ll manage your own portfolio of trust clients, provide practical solutions to complex UK trust tax matters, and collaborate with cross-functional teams to offer joined-up client service.

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Trust Tax Adviser: Own Your Client Portfolio & Advisory in Stamford 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.

RECfinancial

Contact Details:

RECfinancial Recruitment Team

We think you need these skills to ace Trust Tax Adviser: Own Your Client Portfolio & Advisory in Stamford

Trust Tax Advisory
Compliance Services
High-Net-Worth Individual Advisory
Portfolio Management
Practical Problem Solving
UK Trust Tax Knowledge
Cross-Functional Collaboration