Senior Estate Trust Officer
3 days ago
At Austen Lloyd Limited, we are looking for a Senior Estate Trust Officer to join our Private Client team in Hertfordshire. This role offers a competitive salary, ranging from £45,000 to £60,000 per annum, along with excellent benefits and career progression opportunities.
About the Job:
- You will be responsible for administering a diverse range of trusts, ensuring compliance with legal and tax requirements, and providing clear advice to stakeholders.
Main Responsibilities:
- Manage a portfolio of trusts, including discretionary, life interest, and charitable trusts.
- Prepare trust accounts, tax returns, and compliance documentation.
- Liaise with beneficiaries and trustees.
- Collaborate with the Private Client team on estate planning and related matters.
- Stay up-to-date with changes in trust law and taxation.
Requirements:
- Minimum 4 years' experience as a Trust Manager or similar role.
- STEP qualification (or working towards) preferred.
- Strong knowledge of trust and estate taxation.
- Excellent communication and organizational skills.
- Proactive and collaborative approach.
Benefits:
- Competitive salary and benefits package.
- Career progression opportunities.
- Flexible working options.
- Supportive and inclusive environment.
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