Trust and Estates Executive

A leading professional services firm is looking for a Trust & Estates Executive to join their established Private Client Tax team. This is an excellent opportunity to build your career within a highly respected organisation that brings together accountants, tax advisers, solicitors, financial planners and investment managers under one roof. The culture is friendly, professional, and built on traditional values, with a strong emphasis on respect and collaboration.

You'll be part of a specialist Trusts & Estates team that supports families, trustees and executors with complex compliance, tax matters and advisory work. The role offers genuine variety, autonomy and the chance to develop deep technical expertise while working alongside experienced professionals.

The Role

You will take ownership of a broad portfolio of Trust and Estate work, including:

• Reviewing standard Trust & Estate and personal tax returns, including tax calculations.
• Preparing complex Trust & Estate tax returns and personal tax returns using CCH software, and managing related correspondence with clients, HMRC and third parties.
• Reviewing standard Trust & Estate accounts and preparing more complex accounts using CCH Trust Accounts.
• Monitoring key deadlines such as annual compliance, ten-yearly charges and beneficial entitlements.
• Completing Inheritance Tax returns for Trusts and Estates.
• Supporting ad-hoc advisory work, including trust distributions.
• Providing day-to-day client administration and supporting client meetings, calls and engagement letters.
• Helping to train and support junior members of the team.

This is a role where you'll be trusted to manage your own workload, work to deadlines and build strong client relationships.

About You

• Previous experience working with Trusts and Estates.
• Full or part qualification in CTA or STEP, or equivalent experience.
• Strong attention to detail and the ability to learn and apply complex information.
• Excellent communication skills and the ability to work effectively as part of a team.
• Confidence managing your own workload and meeting deadlines.

Study support may be available depending on your experience and qualifications.

What You'll Receive

You'll join a firm that genuinely invests in its people and offers a comprehensive benefits package, including:

• Competitive salary
• 24 days' holiday plus bank holidays, birthday leave and holiday purchase/sale scheme
• Flexible homeworking policy
• Up to 6% matched pension contributions and salary sacrifice options
• Income protection and private health insurance
• Paid study leave and full support for professional exams and resources
• Up to two professional subscriptions paid
• CPD opportunities and ongoing training
• Employee Assistance Programme
• Social events and long-service recognition

This is an excellent opportunity for someone looking to deepen their expertise in Trusts & Estates within a supportive, professional and well-resourced environment.

If you're interested in discussing this role further, please contact Cara Whyte at Hays or apply online today.

Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk