Trusts Consultant

My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. Due to continued growth, the Trusts sub-team is seeking a Trust Consultant to assist in managing a diverse portfolio of UK and offshore trusts, supporting high-net-worth individuals, families, and trustees both in the UK and internationally.

This is an excellent opportunity for someone with existing trust experience to join a successful, expanding team, gain exposure to complex client work, and develop their career with full study support towards CTA or STEP qualifications.

Key Responsibilities:

• Assist in the management of a varied portfolio of UK and offshore trust clients.

• Prepare or review trust accounts, tax returns, and IHT 10-year/exit charge calculations under supervision.

• Support senior team members in advising trustees and beneficiaries on distributions and UK reporting requirements.

• Ensure compliance with HMRC Trust Registration Service (TRS) rules.

• Assist with drafting advisory reports on UK and offshore trust structures.

• Contribute to trust and estate tax planning projects and identify opportunities for clients.

• Liaise with clients and third-party advisers in a professional and timely manner.

• Support and learn from more senior team members, developing both technical and advisory skills.

What You'll Need:

• ATT qualification (essential).

• Experience working with trusts - ideally including compliance and tax return preparation.

• Strong interest in developing a career in private client and trust taxation.

• Excellent written and verbal communication skills.

• Highly organised with good attention to detail.

• Proficient in Microsoft Excel (experience with CCH or Digita desirable).

• A proactive attitude and willingness to study towards CTA or STEP (full support provided).

What's on Offer:

• Opportunity to work with high-profile UK and international clients.

• Supportive team environment with structured training and professional development.

• Full study support for CTA or STEP qualifications.

• Competitive salary and benefits package.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.