Senior Estate Trust Officer

3 days ago


Hertfordshire, United Kingdom Austen Lloyd Limited Full time

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:

  1. Manage a portfolio of trusts, including discretionary, life interest, and charitable trusts.
  2. Prepare trust accounts, tax returns, and compliance documentation.
  3. Liaise with beneficiaries and trustees.
  4. Collaborate with the Private Client team on estate planning and related matters.
  5. 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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