Trust Senior

2 weeks ago


London, Greater London, United Kingdom Kreston Reeves Full time

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

  1. Prepare client trust, estates and probate work, including returns and accounts.
  2. Prepare IHT and CGT forms as required.
  3. Advise clients on trust wind up, income distributions and management of tax payments.
  4. Monitor work progress and update job workflow.
  5. Ensure awareness of budget and notify senior team members of any issues.
  6. Develop trust, estate and probate tax technical skills through training and research.
  7. Register trusts with the TRS and ensure client ID documents are up to date.

Requirements

  1. 1-3 years experience in trust work.
  2. STEP membership or willingness to study for the qualification.
  3. Accountancy or tax qualifications (study package provided).
  4. Probate and estate experience (training provided).


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