Trust Tax Advisor

Shape the future of trust advisory with a role that blends technical expertise, client impact, and genuine career progression.

RECfinancial are currently working with a highly regarded East Midlands Group of accountancy practices that are expanding its specialist Trusts Team. Theyre now looking to appoint a talented Trust Tax Adviser to join them across their offices in Grantham, Boston or Stamford office.

This is more than a compliance role its an opportunity to work closely with high-net-worth individuals, trustees and family offices , delivering meaningful advice that directly impacts long-term wealth planning.

As a Trust Tax Adviser, youll play a key role in delivering both high-quality compliance and advisory services , helping clients confidently navigate complex UK trust tax legislation while providing practical, commercially focused solutions.

Youll be part of a collaborative, forward-thinking team where your ideas are valued and your development is actively supported.

• Preparing and reviewing trust tax returns , ensuring accuracy and compliance
• Supporting and advising on a wide range of trust taxation matters
• Building strong, trusted relationships with clients through clear and proactive communication
• Collaborating with wider advisory teams to deliver joined-up, high-quality client solutions

As you develop in the role of Trust Tax Advisor, youll have the opportunity to:

• Take ownership of your own portfolio of trust clients
• Play a key role in delivering specialist advisory work , including:
• Tax implications of trust distributions
• Planning ahead of 10-year anniversary charges
• Advising on trust restructuring and wind-ups

• Proven experience in trust and estate taxation (practice or specialist advisory environment)
• Strong working knowledge of UK trust tax legislation and compliance
• Qualified (or qualified by experience): ATT, CTA, STEP, ACA, ACCA
• Confident communicator with the ability to build lasting client relationships
• Strong analytical mindset with a practical approach to problem-solving
• Able to manage multiple priorities in a fast-paced, client-focused environment

• £35000 - £52000 DOE
• Hybrid / flexible working
• Very generous benefits package
• Exposure to a high-quality, varied client base
• A genuine blend of compliance and advisory work
• Clear progression opportunities, including portfolio ownership
• A supportive, collaborative team culture
• Flexible office locations across the East Midlands

If youre looking for a role where you can deepen your expertise, build meaningful client relationships and progress your career in trust advisory , this is an opportunity worth exploring.
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.
For further information, please call myself, Neil on the office number or email me.

INDREC