Trusts Consultant
My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. Due to continued growth, the Trusts sub-team is seeking a Trust Consultant to assist in managing a diverse portfolio of UK and offshore trusts, supporting high-net-worth individuals, families, and trustees both in the UK and internationally.This is an excellent opportunity for someone with existing trust experience to join a successful, expanding team, gain exposure to complex client work, and develop their career with full study support towards CTA or STEP qualifications.Key Responsibilities:• Assist in the management of a varied portfolio of UK and offshore trust clients.• Prepare or review trust accounts, tax returns, and IHT 10-year/exit charge calculations under supervision.• Support senior team members in advising trustees and beneficiaries on distributions and UK reporting requirements.• Ensure compliance with HMRC Trust Registration Service (TRS) rules.• Assist with drafting advisory reports on UK and offshore trust structures.• Contribute to trust and estate tax planning projects and identify opportunities for clients.• Liaise with clients and third-party advisers in a professional and timely manner.• Support and learn from more senior team members, developing both technical and advisory skills.What You''ll Need:• ATT qualification (essential).• Experience working with trusts - ideally including compliance and tax return preparation.• ..... full job details .....
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