Trusts Senior – London
Clark Wood are currently working with a Top 30 firm who are seeking an experienced Trusts Senior to join their London office.
As a Trusts Senior, you will play a key role in supporting the delivery of trust services for a high-quality portfolio of private clients. The position will involve hands-on responsibility across trust administration, accounts and tax compliance, with exposure to advisory work and the opportunity to develop technically within a supportive team environment.
Key responsibilities will include:
Managing a portfolio of trust clients under the supervision of senior management
Preparing and reviewing trust accounts and tax returns
Handling day-to-day trust administration and client correspondence
Assisting with inheritance tax planning and advisory assignments
Liaising with trustees, beneficiaries and professional advisors
Supporting junior team members and contributing to workflow efficiency
Identifying opportunities to improve processes and client service
The ideal candidate will have strong experience within trusts or private client tax and be looking to take the next step in their career. You will be well organised, technically capable and confident managing your own workload while delivering high standards of client service.
For further information on this opportunity, please contact Will Langdon at Clark Wood:
will@clark-wood.co.uk
07920 557121
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