This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
Trust Administrator – Family Office (Hybrid, London)
Pro-Tax Recruitment · London
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.
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Pro-Tax Recruitment
London
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