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Trust Senior

3 months ago

London, Greater London, United Kingdom AJ Chambers Full time
AJ Chambers are recruiting for a Trust Senior to join a Top 40 firm in their London Office.

This is a chance to work with a variety of clients offering good quality work from the start, with the opportunity to be involved in Non Resident Trusts, DeceasedEstates and Personal Tax.


You will be supported in developing your knowledge and experience with excellent Training and Development on offer built around your personal goals and no boundaries on progression.


Trust Senior responsibilities:

  • Prepare Annual Trust Accounts and Self-Assessment tax returns for Family Trusts
  • Calculating of Tax liabilities and advising on payment of tax.
  • Corresponding and Liaising with Clients, Beneficiaries and HMRC.
  • Assisting Managers with routine Trust planning including utilisation of losses and distributions to beneficiaries.
  • Manage your own portfolio of clients responsible for completing annual compliance work
  • Liaising with other departments within the firm where appropriate

Trust requirements:

  • 23 Years tax experience in practice in Personal Tax, ideally with Trust experience.
  • Ideally you will have CTA qualifications or studying towards this.
  • Some Experience with Charitable Trusts, Probate, Estates and Personal Tax would be beneficial.
  • Experience with CCH Trust Accounts and CCH Personal Tax or the ability to learn

Trust Senior
AJ Chambers are recruiting for a Trust Senior to join a Top 40 firm in their London Office.

This is a chance to work with a variety of clients offering good quality work from the start, with the opportunity to be involved in Non Resident Trusts, DeceasedEstates and Personal Tax.


You will be supported in developing your knowledge and experience with excellent Training and Development on offer built around your personal goals and no boundaries on progression.


Trust Senior responsibilities:

  • Prepare Annual Trust Accounts and Self-Assessment tax returns for Family Trusts
  • Calculating of Tax liabilities and advising on payment of tax.
  • Corresponding and Liaising with Clients, Beneficiaries and HMRC.
  • Assisting Managers with routine Trust planning including utilisation of losses and distributions to beneficiaries.
  • Manage your own portfolio of clients responsible for completing annual compliance work
  • Liaising with other departments within the firm where appropriate

Trust requirements:

  • 23 Years tax experience in practice in Personal Tax, ideally with Trust experience.
  • Ideally you will have CTA qualifications or studying towards this.
  • Some Experience with Charitable Trusts, Probate, Estates and Personal Tax would be beneficial.
  • Experience with CCH Trust Accounts and CCH Personal Tax or the ability to learn