Trust Tax Consultant - Private Family Office

About the role

Join a respected family office in London’s West End as a Trust Tax Consultant. You will work in a collaborative, technically strong environment, supporting a diverse portfolio of family and charitable trusts and estates.

Key responsibilities

• Administer and ensure compliance of a portfolio of trusts and estates.
• Prepare trust accounts, income tax returns, inheritance tax calculations and capital gains tax liabilities.
• Manage trust bank reconciliations, beneficiary payments and related documentation.
• Liaise with clients, stockbrokers, HMRC and other professional advisers.
• Assist with trust fund distributions and produce cash‑flow reports.

Required profile

• Organised, detail‑oriented professional with experience in trust and estate administration.
• Knowledge of trust taxation, accounting and compliance requirements.
• STEP qualification or equivalent.
• Strong understanding of trust structures and beneficiary requirements.

Required skills

• CCH Trust Accounts
• CCH Central
• Accounts Production software

What we offer

• £50,000 salary per year
• Hybrid working (3 days office, 2 days home)
• 25 days annual leave
• Private medical insurance
• Non‑contributory pension scheme
• Life assurance and group income protection