A unique opportunity to deliver high-quality trust administration, estate administration and UK tax compliance within a small Private Client team. This is a hands-on role with day-to-day oversight of one direct report, serving long-standing private high-net-worth families.
If you have experience in trust and tax and are looking to take the next step in your career with a highly regarded firm, this opportunity is worth exploring.
Key responsibilities
*Prepare and review Personal and Trust tax returns, including Trust and Estate Self-Assessment, ensuring accurate completion and timely submission.
*Gather information and complete Inheritance Tax accounts, including IHT400 and schedules, liaising with HMRC as required.
*Maintain trust accounts and undertake routine trust administration, liaising with beneficiaries, trustees, brokers, accountants and financial advisers.
*Administer estates, including returns for the administration period and preparation of estate cash accounts.
*Register and maintain entries on the Trust Registration Service and manage ongoing update obligations.
*Draft core trust documents such as trustee resolutions, minutes and deeds of appointment for legal review.
*Support administration under Powers of Attorney or Court of Protection deputyships, applying best practice and maintaining clear records.
*Lead workflow, supervision and development for one Tax and Trust Administrator, providing clear allocation, coaching and quality control.
Person requirements
*Strong, hands-on background in UK trust administration and estate administration.
*Confident with trust and estate tax compliance, IHT forms, trust accounting, TRS processes and liaison with professional counterparts.