Trust Senior​/Administrator

Description

We are seeking an experienced Trust professional to join our London Trust & Estate team in a hybrid role (3 days in the office, 2 days working from home). This predominantly fee‑earning position is within one of London’s largest Trust departments, supporting a diverse portfolio of over 600 trusts, estates, small charities and family office‑style arrangements. The role combines trust and estate administration, accounting support and client service delivery.

You will work closely with trustees, beneficiaries, HMRC, solicitors, stockbrokers and internal teams, contributing to compliance and day‑to‑day administration in a collaborative, high‑performing environment.

Department: Tax

Location: London

• Managing the day‑to‑day administration of a varied portfolio of trusts and estates
• Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
• Assisting with inheritance tax reporting and other key tax events
• Maintaining accurate trust records, including cashbooks and financial systems
• Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
• Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks and other advisers
• Supporting client onboarding, including account setup, closures and ongoing record maintenance
• Drafting engagement letters and supporting client communications
• Assisting with billing processes, including fee raising, debtor management and credit control support
• Monitoring stockbrokers’ online accounts and preparing summaries as necessary
• Assisting with deputyship administration and accounts
• Maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
• Participating in debtor reviews and monthly credit control meetings
• Providing general administrative and project support to the wider team as required

• Exposure to the trust or estate environment
• Strong organisational skills with excellent attention to detail
• Confident communicator with strong written and verbal skills
• Ability to manage multiple priorities and meet deadlines in a busy environment
• Collaborative, proactive and supportive team player
• Basic understanding of trust accounting and taxation
• Educated to A‑Level or degree level (or equivalent experience)
• Ideally ATT, STEP or part‑qualified (desirable)

• 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 – continuous support and development with clear mapped progression routes across the business and access to internal and external training courses
• Diversity, inclusion and belonging – family‑friendly policies and proactive steps to create an inclusive environment
• ESG – give as you earn, one extra day off each year to volunteer and support charitable causes
• Travel – optional benefits such as 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 strive to accommodate them through reasonable adjustments. Whether it is adapting work environments, providing assistive technologies or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require reasonable adjustments to participate in our recruitment process or thrive in your role, please reach out by emailing  Your success is important to us, and we are here to help.