Trust and Tax Assistant
We have an exciting new opportunity for a Trust And Tax Assistant to join a highly respected financial services team based in the heart of London. This is a well-rounded role combining trust administration, client interaction and tax technical exposure. We are looking for candidates with experience in private client tax and exposure to trusts. TRUST ADMINISTRATORSalary: £45-50kLocation: Piccadilly, LondonHybrid: 3 days in office, 2 days WFHThis role offers you the chance to work with a diverse portfolio of Family and Charity Trusts, where your expertise will be valued and your professional growth supported. You will play a pivotal part in ensuring the smooth running of trust administration and compliance functions, including preparing accounts, managing tax returns, and handling beneficiary payments. The organisation is committed to fostering an inclusive and supportive workplace. If you are looking for a role that combines responsibility, variety, and the chance to make a real difference in clients'' lives, this could be the perfect next step in your career.What you''ll do:Day-to-day Administration of Trusts and Estates, including:Preparing and processing paymentsManaging income distributions to beneficiaries, including coming-of-age payments, transfers, and ongoing monthly/quarterly distributionsImplementing updates to pension payments and completing relevant documentation (including R185s)Preparing beneficiary R185sDrafting correspondence with clients, stockbrokers, and ..... full job details .....
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