​Trust Senior – London

Overview

Join a large specialist Trust & Estate team to deepen technical expertise while managing a diverse client portfolio. You’ll handle trusts, estates, private charities, and family-office style admin, with exposure to complex structures and cross-functional collaboration. The role blends compliance with advisory work, including inheritance tax and estate administration, and regular client liaison. You’ll have strong training and progression opportunities as you contribute to a growing team with senior professionals.

Pay / Benefits

• ongoing technical training
• support towards professional study (ATT/CTA/STEP)
• long-term prospects
• career progression within Trust & Estate team

Responsibilities

• Prepare trust tax returns and annual trust accounts
• Manage a portfolio of trust and estate clients
• Support estate administration and estate tax reporting
• Prepare inheritance tax calculations
• Assist with Trust & Estate advisory projects
• Liaise directly with clients and external advisers
• Support fee preparation and portfolio management
• Collaborate with specialist teams across the firm

Key requirements

• Experience in trusts or estates
• Ability to manage a portfolio of clients
• Exposure to tax and accounting aspects of trusts and estates
• Strong communication with clients and advisers
• Willingness to develop advisory capabilities

• Client-focused
• Strong communication
• Collaborative
• Trust tax returns
• Annual trust accounts
• Estate administration

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