Trust Senior

📍 London (Hybrid – 3 days office / 2 days WFH) | Full-Time | Trusts & Estates

We’re looking for an ambitious Trust Senior to join a well-established Trusts & Estates team in London. This is a fantastic opportunity for someone with at least two years’ experience in trust or estate work who is keen to deepen their technical knowledge while working with a high-quality and varied client portfolio.

You’ll gain exposure to both compliance and advisory work, supporting trusts, estates, private charities, and high-net-worth families, while collaborating closely with colleagues and external professionals.

What You’ll Do

• Prepare trust tax returns and manage HMRC access permissions

• Prepare annual trust accounts

• Assist with estate accounts and estate administration period tax reporting

• Support trust and estate advisory work across a range of client matters

• Communicate with clients, solicitors, stockbrokers, HMRC, and other advisers

• Assist with department financials, including raising fees and billing support

• Calculate and prepare inheritance tax events accurately

What We’re Looking For

• At least 2 years’ experience in a trust or estate environment

• Strong communication and organisational skills

• Collaborative and supportive team player

• Exposure to trusts or estates in practice

• Ambition to pursue professional qualifications (ATT, CTA, STEP or similar)

What’s on Offer

• Competitive salary

• 25.5 days holiday + bank holidays, with holiday buy options

• Hybrid and flexible working

• Contributory pension, life assurance, and income protection

• Private medical insurance, health cash plan, and annual flu jab

• Employee Assistance Programme and wellbeing support

• Monthly recognition awards linked to culture and values

• Clear progression routes with funded training and CPD

• Inclusive, family-friendly policies and ESG initiatives

• Paid volunteering day each year

• Travel benefits including cycle to work and interest-free loan schemes

Apply Today

Join a respected Trusts & Estates team where you’ll build specialist expertise and long-term career progression.

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Eco Recruitment Group is an equal opportunity recruiter. We welcome candidates from all backgrounds.
⚠️ Please ensure you meet UK right-to-work requirements before applying.