Job Description Trust Tax Adviser Shape the future of trust advisory with a role that blends technical expertise, client impact, and genuine career progression.RECfinancial are currently working with a highly regarded East Midlands Group of accountancy practices that are expanding its specialist Trusts Team. Theyre now looking to appoint a talented Trust Tax Adviser to join them across their offices in Grantham, Boston or Stamford office.This is more than a compliance role its an opportunity to work closely with high-net-worth individuals, trustees and family offices , delivering meaningful advice that directly impacts long-term wealth planning.The Opportunity As a Trust Tax Adviser, youll play a key role in delivering both high-quality compliance and advisory services , helping clients confidently navigate complex UK trust tax legislation while providing practical, commercially focused solutions.What Youll Be Doing as the Trust Tax Advisor? Preparing and reviewing trust tax returns , ensuring accuracy and complianceSupporting and advising on a wide range of trust taxation mattersBuilding strong, trusted relationships with clients through clear and proactive communicationCollaborating with wider advisory teams to deliver joined-up, high-quality client solutionsAs you develop in the role of Trust Tax Advisor, youll have the opportunity to:Take ownership of your own portfolio of trust clientsPlay a key role in delivering specialist advisory work , including:Tax implications of trust distributionsPlanning ahead of 10-year anniversary chargesAdvising on trust restructuring and wind-upsWhat is our client looking for as the Trust Tax Advisor? Proven experience in trust and estate taxation (practice or specialist advisory environment)Strong working knowledge of UK trust tax legislation and complianceQualified (or qualified by experience): ATT, CTA, STEP, ACA, ACCAConfident communicator with the ability to build lasting client relationshipsStrong analytical mindset with a practical approach to problem-solvingAble to manage multiple priorities in a fast-paced, client-focused environmentWhats in for you the Trust Tax Advisor? £35000 – £52000 DOEHybrid / flexible workingVery generous benefits packageExposure to a high-quality, varied client baseA genuine blend of compliance and advisory workClear progression opportunities, including portfolio ownershipA supportive, collaborative team cultureFlexible office locations across the East MidlandsIf youre looking for a role where you can deepen your expertise, build meaningful client relationships and progress your career in trust advisory , this is an opportunity worth exploring.For further information, please call myself, Neil on the office number or email me.
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