Location
Central London | United Kingdom
Job description
As a Trust Senior you will be allocated a portfolio of trust clients. The team currently provides a service for approximately 300+ Trusts; probates; estates; small private charities; individual clients and their families and family office type administrative services.
You will liaise with the other members of the London Trust Team, other departments such as Personal Tax together with interaction with your clients, HMRC, solicitors, stockbrokers, and any other professional bodies.
Key responsibilities as Trust Senior include:
- Preparation of client trust, estates and & probate work (generally returns and accounts)
- Preparation of IHT and CGT forms as required
- Advise clients re Trust wind up, income distributions and management of tax payments
- Monitor work progress on allocated tasks and update job workflow
- Be aware of budget and notify more senior team member if a task is taking longer than
- expected
- Monitor work progress and ensure appropriate levels of communication with all clients and colleagues on progress for each key task
- Identify where internal procedures/systems could be more efficient, relay this to more senior colleagues and assist with implementing changes
- Developing trust, estate and probate tax technical skills and keeping up to date through
- training courses, appropriate research, and identification of changes in legislation, HMRC policy and as a result of cases.
- Ensure registration of trusts with the TRS (new and existing) including appropriate client ID documents
- Support the trust team in delivering the required departmental incremental fee target
What we can offer
Kreston Reeves is passionate about its people; we want our colleagues to develop the things they are good at and enjoy.
By joining us you can expect:
- Autonomy to develop and grow your skills and experience
- Opportunities to develop a varied portfolio of work with different clients
- Strong, inspiring and thought-provoking leadership
- A genuinely supportive and collaborative environment
- A culture of learning in a stimulating environment
As well as this, we offer:
- Financial Wellbeing – competitive salary, contributory pension scheme, life assurance, Westfield Health Cash Plan, income protection. Options to increase pension, life assurance and healthcare cash plan (yourself and/or family)
- Leave – 25.5 days plus bank holidays, holiday buying (up to 5 days), agile working
- Mental Wellbeing – employee assistance programme and counselling
- Physical Wellbeing – Vitality PMI/Westfield Hospital Treatment insurance, critical illness insurance, BMI health assessment, GymFlex, annual flu jab
- Recognition – monthly nominations for financial awards based on culture and values
- Development – we offer continuous support and development with clear mapped progression routes across the business. Access to internal and external training courses
- Diversity, Inclusion and Belonging – we operate several family-friendly policies, childcare vouchers and take proactive steps to create an inclusive environment
- CSR – give as you earn, 1 extra day off to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
- Travel – cycle to work scheme, travel insurance, interest-free season ticket loan (London only), interest-free car/motorbike loan
About Kreston Reeves
With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and financial services, tailored to our clients’ needs.
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.
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. We actively encourage all our colleagues to give back to their local communities whenever they can.
For further information, and to apply, please visit our website via the “Apply” button below.
Job tags
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