Trust Senior – Hybrid, Central London

Overview

As a Trust Senior, you will manage a portfolio of UK resident trust clients within the Private Client and Trusts Team, handling trust accounts, tax compliance, and administration while supporting senior colleagues on advisory projects. You’ll work with high net worth individuals, family offices and estates, contributing to inheritance tax and succession planning efforts. This role offers exposure to a broad range of trusts work and a collaborative, career-focused environment in central London. You will help drive high-quality client service and trusted advisory support in a growing practice.

Pay / Benefits

• Competitive salary with regular reviews
• Hybrid and flexible working options
• Pension scheme with employer contribution
• Life assurance cover
• Private medical insurance
• Structured career progression and ongoing professional development

Responsibilities

• Managing a portfolio of UK resident trust clients
• Preparing and reviewing trust accounts and trust tax returns
• Overseeing trust compliance and administration activities
• Assisting with inheritance tax (IHT) planning and succession planning projects
• Supporting trust restructuring and wealth preservation assignments
• Preparing technical reports and client recommendations
• Attending client meetings and supporting business development initiatives
• Liaising with clients, solicitors, financial advisers and HMRC
• Reviewing work prepared by junior staff members
• Mentoring, training and developing junior colleagues
• Ensuring all client and statutory deadlines are met

Key requirements

• ACCA, ACA, CTA or STEP qualified
• At least 3–5 years’ experience within a Trusts, Private Client Tax or Estate Planning team
• Strong experience preparing and reviewing trust accounts
• Experience completing trust tax returns and managing trust compliance work
• Good understanding of UK trust taxation and private client tax matters
• Exposure to high net worth individuals, family offices, landed estates or complex family wealth structures (advantageous)
• Strong client relationship and communication skills
• Ability to manage multiple priorities and deadlines effectively
• Experience supervising or reviewing junior team members’ work (desirable)

• strong client relationship skills
• excellent communication
• ability to manage multiple priorities
• Knowledge of CCH Trust Accounts
• Knowledge of CCH Personal Tax
• inheritance tax planning and estate planning

…