Job Title: Trust Senior

Location: City of London - hybrid working available!

Salary: £38,000 - £50,000 (dependent on experience)

The Role:

Join a collaborative team alongside 10 skilled professionals. This Trust and Estate team ranks among the largest Trust departments in London and are seeking an ambitious Trust Senior who is eager to enhance their expertise in Trust and Estate through learning and development. In this role you will have the opportunity to deal with both compliance and advisory work. You'll also collaborate with various departments within the firm, along with regular interactions with clients, solicitors, stockbrokers, HMRC, other professional bodies and key stakeholders. Responsiblities include:

• Drafting trust tax returns and managing access permissions
• Preparing annual trust accounts
• Assisting with drafting estate accounts and attending to estate administration period tax reporting requirements
• Assisting the team with Trust and Estate advisory tasks
• Communicating effectively with clients and external professionals
• Assisting with the financials of the department including raising fees
• Preparing and calculating inheritance tax events accurately

The Individual:

• Strong communication skills
• Excellent organisational skills
• Collaborative and supportive team player
• Exposure to Trust or estate environment
• Aspiring to pursue professional exams (e.g., ATT, CTA, STEP)

Benefits:

• Financial wellbeing - contributory pension scheme, life assurance, health cash plan, income protection scheme and perks at work discounts and rewards.
• 25.5 days plus bank holidays, holiday buying
• Employee Assistance Programme and counselling
• Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition - monthly nominations for financial awards based on culture and values
• ESG - give as you earn, 1 extra day off each year to take up volunteering opportunities.
• Travel - other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan