At a Glance
- Tasks: Manage a diverse portfolio of trust and estate clients while developing your advisory skills.
- Company: Join a top 30 accountancy firm with a collaborative and inclusive culture.
- Benefits: Enjoy hybrid working, competitive salary, and full study support for professional qualifications.
- Other info: Engage in a dynamic environment with opportunities for personal and professional growth.
- Why this job: Build a long-term career in Trusts & Estates with excellent mentoring and career progression.
- Qualifications: Two years' experience in Trusts & Estates and a desire to pursue further qualifications.
The predicted salary is between 51750 - 63250 £ per year.
- Are you looking to build a long-term career within
- Trusts & Estates ? A highly regarded
- Top 30 accountancy and business advisory firm is looking to appoint a
Trust Senior to join its established London Trust & Estate team.
This is an outstanding opportunity to work alongside experienced specialists, managing a diverse portfolio of trust and estate clients whilst gaining exposure to both compliance and advisory work.
Working within one of the firm's largest specialist Trust & Estate teams, you'll benefit from excellent mentoring, structured career progression and exposure to a wide variety of complex trust, estate and inheritance tax matters.
The Role You'll be responsible for managing a varied portfolio of trust and estate clients, working closely with senior members of the team to deliver high-quality compliance services whilst developing your technical advisory expertise.
- Your responsibilities
- Managing a portfolio of trusts, estates, private charities and family office clients.
- Preparing Trust Tax Returns and managing HMRC trust reporting requirements.
- Preparing annual Trust Accounts for a wide variety of trust structures.
- Assisting with Estate Accounts and estate administration tax reporting.
- Supporting senior team members on Trust & Estate advisory projects.
- Preparing Inheritance Tax calculations, reporting chargeable events and ensuring compliance with current legislation.
- Liaising directly with clients, solicitors, investment managers, stockbrokers, HMRC and other professional advisers.
- Assisting with departmental financial administration, including fee preparation and work-in-progress management.
- Building long-term client relationships through excellent communication and proactive client service.
About You
- At least two years' experience within a Trusts & Estates or Private Client Tax environment.
- Experience preparing Trust Tax Returns and Trust Accounts.
- Exposure to Estate Administration and Inheritance Tax compliance.
- Excellent communication and organisational skills.
- A collaborative approach with strong attention to detail.
- A desire to continue studying towards ATT, CTA, STEP or another relevant professional qualification.
- What's on Offer
- Hybrid and flexible working.
- Competitive salary and comprehensive benefits package.
- Full study support towards ATT, CTA or STEP qualifications.
- Exposure to a broad portfolio of Trusts, Estates, High Net Worth families and private charities.
- Clear career progression within a highly respected specialist team.
- Ongoing technical training and structured professional development.
- Private Medical Insurance, Life Assurance and Income Protection.
- Professional subscriptions paid.
- Employee Assistance Programme and wellbeing support.
- Additional holiday purchase scheme.
- Cycle to Work Scheme and a range of flexible employee benefits.
- Paid volunteering day and opportunities to support charitable initiatives.
This is an excellent opportunity for an ambitious Trust & Estate professional looking to develop their technical expertise, gain greater advisory exposure and build a long-term career within one of London's most established specialist Trust & Estate teams.
Culture & Values
My client is committed to building an inclusive, collaborative, and forward-thinking workplace where people are valued for who they are and supported to achieve their full potential.
Diversity, innovation, and continuous development sit at the heart of the firm's culture.
This role is ideal for candidates with relevant experience in a UK accountancy practice.
Unfortunately, we are unable to offer visa sponsorship for this position.
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Trust Senior London, Hybrid Working, Trusts & Estates, ATT / CTA / STEP Study Support employer: Taxation
Clark Wood is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Stoke-on-Trent. With a strong commitment to employee development, you will have ample opportunities for professional growth while working alongside experienced Partners and mentoring junior staff. The hybrid working model ensures a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding employment in tax advisory.
