Trust Senior London, Hybrid Working, Trusts & Estates, ATT / CTA / STEP Study Support

Job Details

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 will include:

• 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 The successful candidate will ideally have:

• 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.
For further information on this role please contact David Elliot at Clark Wood – [email protected] / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
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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Company

Clark Wood is one of the UK's leading Tax recruiters. Our specialist consultants have successfully assisted a broad spectrum of clients and candidates alike within the field of Taxation; Top 10, Mid-Tier Accountancy Practices, National Law Firms, PLCs, Owner Managed Businesses, through to Multinational Fiduciary Organisations and Family Offices. We work with a wide range of clients, offering our candidates, from Newly Qualified through to Director/ Partner level, a genuine range of opportunities to progress their careers. Clients & Markets Public Practice: We work with Public Practices across the UK, ranging from the Big 4, Top 20, Leading Regional Accountancy Practices and Tax Boutiques. In-House: FTSE Listed, Family Offices, Owner Managed Business and Small to Medium Enterprises. Law Firms: Our clients range from large multinational firms through to niche boutiques.

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Telephone

01173291053