The role

We are recruiting a Trust Senior to join and complement the trust team within the Private Wealth and Estates Group.

The team is growing in response to an expanding and more demanding client base, and this is an excellent opportunity to join a team at the next stage in its growth.

The role will predominantly be to prepare trust accounts and tax returns for the wealthiest of our private clients and this will include both UK and offshore trusts as well as underlying offshore companies and death estates.

The responsibilities

• Bookkeeping for trusts
• Assisting with the administration of trusts (including monitoring cashflow and making payments as well as HMRC TRS and AEOI and French reporting requirements)
• Preparing trust accounts
• Preparing trust tax returns (including IHT returns and calculating offshore trust pools)
• Arranging and preparing for trustees' meetings
• Assisting with various adv...