Trust Tax Consultant - Private Family Office

Job Details

Trust Tax Consultant - Private Family Office

London West End | Hybrid Working
£45,000 - £50,000 + Excellent Benefits

A Family Office is seeking an experienced Trust Administrator to join its team based in London's West End.

This is an excellent opportunity for a trust professional looking to develop their career within a collaborative and technically strong environment, working across a varied portfolio of family and charitable trusts and estates.

The Role

You will be responsible for the administration and compliance of a portfolio of trusts and estates, ensuring the efficient delivery of high-quality client service. Duties will include:

• Managing day-to-day trust and estate administration
• Preparing trust accounts and income tax returns
• Calculating inheritance tax charges, capital gains tax liabilities and trust distributions
• Managing and reconciling trust bank accounts
• Preparing beneficiary payments, R185s and related documentation
• Liaising with clients, stockbrokers, HMRC and other professional advisers
• Assisting with trust fund distributions and beneficiaries attaining absolute interests
• Preparing cashflow reports and maintaining accurate records
• Keeping up to date with changes in trust and tax legislation

About You

We are looking for an organised and detail-oriented individual with:

• Previous experience in trust and estate administration
• Knowledge of trust taxation, accounting and compliance requirements
• Experience preparing trust accounts and tax returns
• STEP qualified
• Strong attention to detail and excellent organisational skills
• A solid understanding of trust structures and beneficiary requirements
• Experience with CCH Trust Accounts, CCH Central and Accounts Production software

Salary & Benefits

• £45,000 - £50,000 depending on experience
• 25 days annual leave
• Private Medical Insurance
• Non-contributory pension scheme
• Life Assurance
• Group Income Protection

Join a respected consultancy where technical excellence, professional development and client service are at the heart of everything they do. To apply simply contact John at [email protected]

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.

Company info

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Telephone

020 4549 9941