Overview An opportunity to join a dedicated Trust Team, managing the accounting, administration, and tax compliance of UK resident trusts. The role offers variety and scope to work on non-UK trusts, deceased estates, and personal tax if desired.
Key Responsibilities
Prepare annual trust accounts and self-assessment tax returns for family trusts.
Manage day-to-day trust record-keeping and administration.
Calculate tax liabilities and advise on payments under self-assessment.
Correspond with clients, beneficiaries, and HMRC.
Assist with routine trust planning, such as loss utilisation and beneficiary distributions.
Oversee compliance work for a personal client portfolio and mentor junior team members.
Experience with charitable trusts is a plus.
Requirements
2-3 years' experience in private client work, ideally with trust accounting and administration.
Qualified or pursuing ACCA, CTA, or STEP qualifications.
This role provides exposure to high-quality work and the chance to develop expertise in trusts and broader private client services.
