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Trust Senior

Trust Senior

  • Location

    Guildford, Surrey

  • Sector:


  • Type:


  • Salary:

    £30000 - £45000 per annum + Benefits

  • Contact:

    Ashleigh Polakiewicz

  • Contact Email:

  • Salary:


  • Salary:


  • Reference:


  • Published:

    7 months ago

  • Expiry Date:


A brand new opportunity has just arisen for a Trust Senior to join a prestigious Law Firm in Guildford's Tax Trust and Charities Department.

The department is recognised as the leading private client team within the South East region and is looking for an experienced Trust Senior to join their team on a permanent or part-time basis.

As the Trust Senior you will be responsible for the following:

  • Investment policy statements
  • liasising with investment managers and other intermediaries
  • Distributions to beneficiaries
  • Annual trust accounts
  • Annual Tax Returns for Trusts
  • Inheritance Tax Forms
  • Complying with FATCA, AEOI, CRS and TRS

For more information, all applications are to be made to Ashleigh Polakiewicz of Pro-Tax via or 0207 269 6324, with the career progression on offer with this role applicants are encouraged to apply ASAP.

The Pro-Recruitment Group consists of four distinct brands: ProTax, ProLegal, ProFinance and ProHR