Trust Senior Associate – Top 40 Firm – London
Are you a Trust Senior seeking a role new challenge working on Trusts and Estates with responsibility for your own portfolio?
Our client is a fast-growing Top 40 firm, with over 500 staff based in their city office. An award winning firm, with a progressive and supportive culture, this firm has great retention of staff, demonstrated by their plethora of home-grown partners.
Trust Senior Associate responsibilities will include:
- Manage a portfolio of trusts and estate clients to ensure that agreed timetables are being adhered to
- Maintain computerised accounting records for UK Trust and Estates
- Responsible for all client and professional correspondence (written and telephone) e.g. HMRC, brokers, banks and lawyers ensuring highest professional standards are met
- Prepare management accounts for clients when required • Prepare cheques for charities and trusts
- Prepare and submit annual return/update for charities
- Prepare annual trust and estate accounts
- Computation of taxes for all types of trust and estates including income tax, inheritance tax and capital gains tax
- Completion and submission of income tax and inheritance tax returns
- Deal with tax matters in relation to own client portfolio and deal with banking transactions on behalf of clients
- Review accounts and tax returns prepared by junior staff and advise on areas for improvement and problems encountered
- In conjunction with the Partner, Director and Managers, prepare and send bills and monitor the settlement thereafter
- Attend CCH software meetings and ensure that all colleagu
As a Trust Senior Associate you will be/have:
- ATT/CTA or ACA/CTA part qualified or qualified
- Over 3 years’ Trust Tax experience
- Managing a portfolio of clients
- Strong understanding of UK corporate tax
- Demonstrate an aptitude towards identifying potential advisory assignments
In return, as a Trust Senior Associate, you will receive:
- 35-hour week
- 25 days holiday
- hybrid working (50% working from home)
- dress for your diary/day
If you are looking for Trust Senior Associate jobs in London, please contact Austin Rose, the public practice recruitment specialists.
Reference
ARJ14477
Sector
Taxation, Trusts
Salary
£49,000 to £57,000 Per Annum
Town/City
London
Contract
Permanent
Closing Date
11/10/2025
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