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About the Role

Seeking a Trust Specialist to manage a diverse portfolio of trusts and estates, acting as a trusted adviser and providing bespoke trust and estate planning advice.

Responsibilities

• Manage a portfolio of UK trusts and estates, delivering a first-class client experience.
• Review and oversee trust tax returns and annual compliance obligations.
• Review trust accounts and ensure all reporting requirements are met accurately and efficiently.
• Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects.
• Manage trust account administration.
• Build and nurture strong relationships with clients and third-party advisers.
• Coach, mentor and develop junior team members, helping them grow their technical and commercial skills.
• Identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.

Requirements

• Significant experience managing trusts, estates and related tax matters.
• Strong knowledge of trust taxation, inheritance tax and estate administration.
• Experience reviewing trust accounts and managing annual trust compliance processes.
• Excellent client relationship management skills and the confidence to act as a trusted adviser.
• The ability to lead, coach and develop more junior team members.

Skills

• Trust management
• Estate administration
• Taxation
• Inheritance tax planning
• Client relationship management
• Coaching
• Mentoring

Location

• Remote
• In office
• With clients

Work Type

• Flexible approach to work

Experience Level

• Significant experience managing trusts, estates and related tax matters

Education Level

• CTA, STEP or equivalent qualification/experience

Benefits

• Generous holiday entitlement
• Enhanced parental leave policy
• Enhanced pension scheme
• No dress code
• Multi-award-winning wellbeing offering
• Volunteering opportunities
• Social/sports clubs

About the Company

• Dubbed ‘the rebels of accountancy’.
• Straight-talking and never afraid to share opinions.
• Prioritize people and relationships over products and services.
• Deliver a streamlined, client-focused service – free from unnecessary red tape.
• Achieved Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK.
• Became B Corp Certified in 2023 and is the UK’s largest accountancy B Corp.
• Achieved 5 awards at the Inspiring Workplace Awards in 2025, including winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience.

Equal Opportunity

• As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
• Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.