At a Glance
- Tasks: Deliver top-notch compliance and advisory services to high-net-worth clients.
- Company: Join RECfinancial, a growing firm with a focus on trust services.
- Benefits: Hybrid work model, clear progression opportunities, and a supportive team environment.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Own your client portfolio and build lasting relationships while making a real impact.
- Qualifications: Experience in trust tax advisory and strong relationship-building skills.
The predicted salary is between 51750 - 63250 £ per year.
RECfinancial is seeking a Trust Tax Adviser to join its expanding Trusts Team across offices in Grantham, Boston or Stamford. You will deliver high-quality compliance and advisory services to high-net-worth individuals, trustees and family offices, and build lasting client relationships.
As you develop in the role, you'll own a portfolio of trust clients, advise on distributions, charges and restructures, and benefit from clear progression opportunities within a collaborative East Midlands.
Trust Tax Advisor - Own Your Client Portfolio (Hybrid) 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.
