Senior Trust Executive

7 days ago

London, United Kingdom Meraki Full time

**The Role**
We have an excellent opportunity for a Trust Senior to join the Trust team based in London working alongside a Trust Director and Trust Manager to provide high quality trust administration services to clients.

**Outcomes of the Role**
- To assist with all aspects of trust administration to include where appropriate all executive functions of a Trustee.
- Carry out annual accounting and tax compliance reviews of cases allocated.
- Work with the Trust Manager to provide tax planning advice.
- Assist with Inheritance Tax reporting when required.
- Assist with the administration of Estates to include the implementation of all executive functions of an Executor.
- To prepare and review executorship accounts and deal with tax compliance and administration.
- Ensure all client onboarding compliance functions are adhered to.

**Knowledge, Skills and Experience**
- Experience working within a Trust department either in an Accountancy practice, Law firm, Trust company or Family office.
- AAT/ATT/STEP qualified with intention and commitment to further education.
- Excellent working knowledge of MS Office and, preferably, CCH Trust software.
- Strong and effective communicator both orally and written.
- Commercial awareness.

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