Trust Tax Specialist – Yeovil – Private Client

Overview

In this Trust Tax Specialist role, you will support a growing trust and estate administration offering within a respected private client team in Yeovil. You will manage a busy caseload, handle trust taxation tasks, and contribute to client relationships. The position blends tax compliance with trust administration in a collaborative, supportive environment. You will help deliver tax-efficient outcomes for beneficiaries and executors, leveraging your private client experience. This is a chance to shape the firm’s private client tax practice while working hybridly.

Pay / Benefits

• Hybrid working
• 25 days’ holiday plus bank holidays and birthday off
• Private healthcare
• Pension scheme and life assurance
• Wellbeing support
• Corporate gym membership discounts

Responsibilities

• Administer trusts and distribute assets to beneficiaries as per trust terms
• Prepare tax returns for individuals, trustees and executors
• Produce tax deduction certificates and annual trust accounts
• Manage trust-related tax liabilities and ensure tax-efficient outcomes
• Handle trust registration compliance and online filing for the probate team
• Support the wider Private Client team and contribute to new client relationships

Key requirements

• Experience in trust and estate taxation and preparation of trust accounts
• Strong understanding of trust administration and associated tax obligations
• Ability to manage own caseload with limited supervision
• Accountancy background or broader private client experience (beneficial)
• Excellent interpersonal skills and a collaborative, team-focused approach
• Strong organisational skills, accuracy and deadline awareness
• Proactive, ambitious mindset and ability to see the bigger picture

• Interpersonal skills
• Collaborative mindset
• Team-oriented
• Trust administration
• Tax return preparation for trusts and executors
• Trust accounts preparation

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