Trust Senior - Hybrid, Central London
London | Hybrid Working | Competitive Salary + Benefits
TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Senior to join their established Private Client and Trusts Team.
This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration and private client advisory work.
Job Overview
As a key member of the Trusts Team, you will manage a portfolio of UK resident trust clients, overseeing trust accounts, trust tax returns and trust administration matters, while supporting senior colleagues on complex advisory projects.
The position offers exposure to a broad range of trust and estate work, including inheritance tax planning, succession planning and trust restructuring assignments.
Key Responsibilities
- Managing a portfolio of UK resident trust clients.
- Preparing and reviewing trust accounts and trust tax returns.
- Overseeing trust compliance and administration activities.
- Assisting with inheritance tax (IHT) planning and succession planning projects.
- Supporting trust restructuring and wealth preservation assignments.
- Preparing technical reports and client recommendations.
- Attending client meetings and supporting business development initiatives.
- Liaising with clients, solicitors, financial advisers and HMRC.
- Reviewing work prepared by junior staff members.
- Mentoring, training and developing junior colleagues.
- Ensuring all client and statutory deadlines are met.
Requirements
- ACCA, ACA, CTA or STEP qualified.
- At least 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
- Strong experience preparing and reviewing trust accounts.
- Experience completing trust tax returns and managing trust compliance work.
- Good understanding of UK trust taxation and private client tax matters.
- Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.
- Strong client relationship and communication skills.
- Ability to manage multiple priorities and deadlines effectively.
- Experience supervising or reviewing junior team members' work is desirable.
Desirable Skills
- Knowledge of CCH Trust Accounts and CCH Personal Tax.
- Experience of inheritance tax planning and estate planning.
- Exposure to trusts advisory projects.
- Strong Microsoft Excel and Microsoft Word skills.
Benefits
- Competitive salary with regular reviews
- Hybrid and flexible working options
- Independent practice with the intention of staying that way.
- Generous holiday allowance with option to buy additional days.
- Pension scheme with employer contribution
- Life assurance cover
- Private medical insurance
- Structured career progression with clear pathways
- Ongoing professional development and training
- Family feel to the business with a supportive and collaborative team culture
- Employee wellbeing initiatives and support programmes
- Social events and team activities throughout the year
- Modern offices with good transport links
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Trust Senior - Hybrid, Central London in City of London employer: TPF Recruitment
Join a highly reputable firm of chartered accountants in Sidcup, where you will benefit from a flexible work environment and a strong focus on employee growth. With excellent client exposure and a commitment to career progression, this is an ideal opportunity for those seeking meaningful and rewarding employment in one of Kent's leading accountancy practices.
