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Trust Administrator – Family Office (Hybrid, London)

Pro-Tax Recruitment · London

Hybrid 45,000 - 50,000 GBP/year 🇬🇧 English
CCH Trust Accounts CCH Central Accounts Production

Job description

About the role

We are seeking an experienced Trust Administrator to join a family office in London’s West End. The position offers a hybrid working pattern – three days in the office and two days remote – and the chance to work across a varied portfolio of family and charitable trusts and estates.

Key responsibilities

  • Manage day‑to‑day trust and estate administration.
  • Prepare trust accounts and income tax returns.
  • Calculate inheritance tax, capital gains tax liabilities and trust distributions.
  • Manage and reconcile trust bank accounts.
  • Prepare beneficiary payments, R185s and related documentation.
  • Liaise with clients, stockbrokers, HMRC and other professional advisers.
  • Assist with trust fund distributions and beneficiaries attaining absolute interests.
  • Prepare cash‑flow reports and maintain accurate records.
  • Stay up to date with changes in trust and tax legislation.

Required profile

  • Organised and detail‑oriented with previous experience in trust and estate administration.
  • Knowledge of trust taxation, accounting and compliance requirements.
  • Experience preparing trust accounts and tax returns.
  • STEP qualification.
  • Strong attention to detail and excellent organisational skills.
  • Solid understanding of trust structures and beneficiary requirements.
  • Experience with CCH Trust Accounts, CCH Central and Accounts Production software.

Required skills

  • CCH Trust Accounts
  • CCH Central
  • Accounts Production

What we offer

  • Salary £45,000‑£50,000 depending on experience.
  • 25 days annual leave.
  • Private medical insurance.
  • Non‑contributory pension scheme.
  • Life assurance and group income protection.
  • Collaborative technical environment with strong professional development focus.

Questions fréquentes

Le salaire proposé pour ce poste est de 45-50k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Pro-Tax Recruitment

London