Trust Tax Specialist – Yeovil – Private Client

Overview

In this role you will support a growing private client practice by handling trust and estate administration and related taxation work. You will manage a diverse caseload within a collaborative team and contribute to client service excellence. The position emphasizes accurate tax compliance, reporting, and proactive tax planning for trusts, executors, and beneficiaries. This is a hybrid, client-focused opportunity with clear development potential and meaningful impact on the firm’s private client services.

Pay / Benefits

• Competitive salary and benefits package
• Hybrid and flexible working arrangements
• 25 days’ holiday plus bank holidays and birthday off
• Private healthcare
• Pension scheme and life assurance
• Eye tests, flu jabs and wellbeing support

Responsibilities

• Administer trusts and distribute assets to beneficiaries 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 help grow 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 ability to meet deadlines
• Proactive, ambitious mindset and ability to see the bigger picture

• Collaborative mindset
• Strong communication
• Proactivity
• Trust taxation
• Preparation of trust accounts
• Trust administration

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