Trust Senior

London, UK/Hybrid
Competitive salary + benefits
20 May 2024
29 May 2024
Approved employer
Full time
Qualified accountant

Trust Senior

If you are someone who is interested in people and their families, 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; probates; 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.  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.

Key responsibilities as Trust Senior include:

  • Drafting trust tax returns and managing access permissions
  • Assisting the team with Trust and Estate advisory tasks
  • Communicating effectively with clients and external professionals
  • Assisting with the financial hygiene of the department
  • Preparing and calculating inheritance tax events accurately

What we're looking for

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

What we can offer

  • Financial wellbeing – competitive salary, contributory pension scheme, life assurance, Westfield Health Cash Plan, income protection. Options to increase pension, life assurance and healthcare cash plan (for yourself and/or family)
  • Leave – 25.5 days plus bank holidays, holiday buying (up to 5 days)
  • Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, employee assistance programme and counselling
  • Physical wellbeing – we also offer voluntary benefits such as BUPA PMI/Westfield Hospital Treatment insurance, critical illness insurance, BMI health assessment, GymFlex, 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, travel insurance, interest-free season ticket loan (London only), interest-free car/motorbike loan

About Kreston Reeves

With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs.

We guide our clients, colleagues and communities to a brighter future.  We help businesses, not-for-profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.

We’re proud to be B Corp™ certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision.  We actively encourage all our colleagues to give back to their local communities whenever they can.

For further information, and to apply, please visit our website via the “Apply” button below.