Trust Senior - Hybrid

Trust Senior - Hybrid, Central London

London | Hybrid Working | Competitive Salary + Benefits

TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced Trust Senior to join their established Private Client and Trusts Team.

This is an excellent opportunity for a trusts professional looking to develop their career within a leading firm, working with high net worth individuals (HNWIs), family trusts, estates, family offices and wealth preservation structures. The role offers a combination of trust accounting, trust tax compliance, trust administration and private client advisory work.

As a key member of the Trusts Team, you will manage a portfolio of UK resident trust clients, overseeing trust accounts, trust tax returns and trust administration matters, while supporting senior colleagues on complex advisory projects.

The position offers exposure to a broad range of trust and estate work, including inheritance tax planning, succession planning and trust restructuring assignments.

• Managing a portfolio of UK resident trust clients.
• Preparing and reviewing trust accounts and trust tax returns.
• Overseeing trust compliance and administration activities.
• Assisting with inheritance tax (IHT) planning and succession planning projects.
• Supporting trust restructuring and wealth preservation assignments.
• Preparing technical reports and client recommendations.
• Attending client meetings and supporting business development initiatives.
• Liaising with clients, solicitors, financial advisers and HMRC.
• Reviewing work prepared by junior staff members.
• Mentoring, training and developing junior colleagues.
• Ensuring all client and statutory deadlines are met.

• ACCA, ACA, CTA or STEP qualified.
• At least 3–5 years' experience within a Trusts, Private Client Tax or Estate Planning team.
• Strong experience preparing and reviewing trust accounts.
• Experience completing trust tax returns and managing trust compliance work.
• Good understanding of UK trust taxation and private client tax matters.
• Previous exposure to high net worth individuals, family offices, landed estates or complex family wealth structures would be advantageous.
• Strong client relationship and communication skills.
• Ability to manage multiple priorities and deadlines effectively.
• Experience supervising or reviewing junior team members' work is desirable.

• Knowledge of CCH Trust Accounts and CCH Personal Tax.
• Experience of inheritance tax planning and estate planning.
• Exposure to trusts advisory projects.
• Strong Microsoft Excel and Microsoft Word skills.

• Competitive salary with regular reviews
• Hybrid and flexible working options
• Independent practice with the intention of staying that way.
• Generous holiday allowance with option to buy additional days.
• Pension scheme with employer contribution
• Life assurance cover
• Private medical insurance
• Structured career progression with clear pathways
• Ongoing professional development and training
• Family feel to the business with a supportive and collaborative team culture
• Employee wellbeing initiatives and support programmes
• Social events and team activities throughout the year
• Modern offices with good transport links