Department: Tax
Employment Type: Permanent - Full Time
Location: London
We are seeking an experienced Trust professional to join our London Trust & Estate team in a hybrid role (3 days in the office, 2 days working from home). This is a predominantly fee-earning position within one of London’s largest Trust departments (for a firm of our size), supporting a diverse portfolio of over 600 trusts, estates, small charities, and family office-style arrangements. The role combines trust and estate administration, accounting support, and client service delivery. You will work closely with trustees, beneficiaries, HMRC, solicitors, stockbrokers, and internal teams, contributing to both compliance and day-to-day administration within a collaborative and high-performing environment.
· Managing the day-to-day administration of a varied portfolio of trusts and estates · Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work · Assisting with inheritance tax reporting and other key tax events · Maintaining accurate trust records, including cashbooks and financial systems · Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities · Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers · Supporting client onboarding, including account setup, closures, and ongoing record maintenance · Drafting engagement letters and supporting client communications · Assisting with billing processes, including fee raising, debtor management, and credit control support · Monitor stockbrokers’ online accounts and prepare summaries as necessary· Assist with deputyship administration and accounts· Assist with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)· Participating in debtor reviews and monthly credit control meetings
· Providing general administrative and project support to the wider team as required
· Exposure to Trust or estate environment· Strong organisational skills with excellent attention to detail · Confident communicator with strong written and verbal skills · Ability to manage multiple priorities and meet deadlines in a busy environment · Collaborative, proactive, and supportive team player · Basic understanding of trust accounting and taxation · Educated to A-Level or degree level (or equivalent experience)
· Ideally ATT or STEP or part qualified (desirable)
At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing recruitment@krestonreeves.com Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
We guide our clients, colleagues and communities to a brighter future.
We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.
In a continually evolving world we help all generations embrace change through trusted advice, support and guidance. Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.
We’re proud to be B Corp™ certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision as a firm.
We have offices across London, Kent and Sussex, as well as global reach through our membership of Kreston Global, an international advisory and accountancy network across 115 countries.
Our dedication to meeting the needs of our clients – wherever they are based and whatever their structure and size – is what sets us apart. So whether your business is well established or a start-up, an international company or an owner managed business – we can help. If you are a charity or not for profit organisation or an individual looking for private tax and wealth advice, we can help with your needs too.
We also pride ourselves on being a socially responsible employer and actively encourage all our colleagues to give back to their local communities whenever they can.
We provide a full range of accountancy, business advisory and financial services, tailored to our clients’ needs. We also have well established teams of specialists across our offices who have a particular sector focus.
To learn more about us, our services and how we can help you, visit our website or contact us today.
