Trust Senior
2 weeks ago
Role Overview
We are seeking a motivated and experienced Trust Senior to join our team at Kreston Reeves. As a key member of our London Trust Team, you will be responsible for delivering high-quality trust services to our clients.
Key Responsibilities
- Prepare client trust, estates and probate work, including returns and accounts.
- Prepare IHT and CGT forms as required.
- Advise clients on trust wind up, income distributions and management of tax payments.
- Monitor work progress and update job workflow.
- Ensure awareness of budget and notify senior team members of any issues.
- Develop trust, estate and probate tax technical skills through training and research.
- Register trusts with the TRS and ensure client ID documents are up to date.
Requirements
- 1-3 years experience in trust work.
- STEP membership or willingness to study for the qualification.
- Accountancy or tax qualifications (study package provided).
- Probate and estate experience (training provided).
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