Trust Senior

3 weeks ago


South East England, United Kingdom Pro Talent Full time

ProTalent are currently working with a well-established and hugely respected accountancy practice to recruit a Trust Senior for their team in the South East.

**The firm**:

- Well established accountancy practice offering the full range of accountancy and business advisory services
- Diverse and loyal client base
- Great working environment - people centred
- Equal opportunities employer

**The role**:

- As a Trust Senior you will be allocated a portfolio of trust clients. The team currently provides a service for approximately 300+ Trusts; probates; estates; small private charities; individual clients and their families and family office type administrativeservices.
- You will liaise with the other members of the Trust Team, other departments such as Personal Tax together with interaction with your clients, HMRC, solicitors, stockbrokers, and any other professional bodies.
- Initiative and self-management are needed based on experience in previous years.
- With a huge variety of clients, the successful applicant will build exposure and gain valuable technical experience

**The applicant**:

- 1-3 years experience in trust work
- STEP membership or willing to study for the qualification
- Studying or willing to study for accountancy or tax qualifications (full study package is provided)
- Probate and estate experience (not essential, as training will be given)

**Benefits**:

- Company events
- Generous annual leave
- Retail discounts
- Wellbeing programs
- Company pension
- Flexitime
- Recognition & development
- Sick pay

**Schedule**:
Monday to Friday

, Permanent

**Salary**: £38- £45k per year



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