Trust Senior

London - UK

Monthly Salary: Not Disclosed

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

If you are interested in people and their families and have at least two years experience in trust or estate work then there is a great opportunity for you in the London Trust & Estate Team. Consisting of 10 skilled professionals our Trust and Estate team ranks among the largest Trust departments in London (for a firm of our size) and we are seeking an ambitious Trust Senior who is eager to enhance their expertise in Trust and Estate through learning and development.

As a Trust Senior you will manage a diverse portfolio of trust clients handling trusts encompassing private company shares multi-million-pound assets in property and investments as well as deceased clients estates. The team currently provides a service for approximately 600 Trusts; estates; small private charities; individual clients and their families and family office type administrative services.

In this role you will have the opportunity to deal with both compliance and advisory work.
Youll also collaborate with various departments within the firm along with regular interactions with clients solicitors stockbrokers HMRC other professional bodies and key stakeholders.

About the role

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

What were looking for

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)

What we can offer

Financial wellbeing competitive salary contributory pension scheme Life Assurance Health Cash Plan Income Protection Scheme and Perks at Work discounts and rewards.
Leave 25.5 days plus bank holidays holiday buying Mental wellbeing hybrid working (3 days in the office/2 from home) and flexible working policies Employee Assistance Programme and counselling
Physical wellbeing Private Medical Insurance Critical Illness Insurance and an annual flu jab.
Recognition monthly nominations for financial awards based on culture and values
Development we offer continuous support and development with clear mapped progression routes across the business as well as access to internal and external training courses
Diversity inclusion and belonging we operate several family-friendly policies and take proactive steps to create an inclusive environment
ESG give as you earn 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
Travel other optional benefits include: cycle to work scheme interest-free season ticket loan (London only) interest-free car/motorbike loan

At Kreston Reeves we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs and we strive to accommodate them through reasonable adjustments. Whether its adapting work environments providing assistive technologies or modifying processes we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role please dont hesitate to reach out by emailing . Please remember you only need to share what you are comfortable to for us to support your request. Your success is important to us and were here to ensure a supportive and inclusive experience for all.