Trust Tax Manager / Senior Trust Tax Consultant

Private Family Office | London West End | Hybrid (3 days office / 2 days home)
£68,000 + Excellent Benefits

An established Private Family Office is looking to recruit an experienced Trust Tax Manager or Senior Trust Tax Consultant to join its highly regarded team in London's West End.

This is an excellent opportunity to work with a varied portfolio of family and charitable trusts and estates in a collaborative environment where quality of advice and long-term client relationships are the priority.

The Role

You'll take responsibility for the administration and tax compliance of a portfolio of trusts and estates, working closely with trustees, beneficiaries and professional advisers.

Your responsibilities will include:

• Managing trust and estate administration
• Preparing trust accounts and tax returns
• Calculating inheritance tax, capital gains tax and trust income tax liabilities
• Managing trust distributions, beneficiary payments and R185s
• Reconciling trust bank accounts and preparing cashflow reports
• Liaising with HMRC, investment managers and external advisers
• Ensuring compliance with current trust and tax legislation

About You

We're looking for a technically strong trust professional with:

• STEP qualification
• Experience managing UK trusts and estates
• Strong knowledge of trust taxation, accounting and compliance
• Experience preparing trust accounts and tax returns
• Excellent communication and organisational skills
• Experience with CCH Trust Accounts, CCH Central and Accounts Production

What's on Offer?

• £Excellent salary
• Hybrid working (3 days office / 2 days home)
• 25 days' annual leave
• Private Medical Insurance
• Non-contributory pension
• Life Assurance
• Group Income Protection

If you're looking to join a respected Family Office where you'll work on technically interesting trust matters within a supportive, professional team, we'd love to hear from you.

To apply or find out more, contact John Corfield at john.corfield@pro-tax.co.uk.

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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.