Open role
Trust Tax Advisor
- Aggregated by CV-Library
- Stamford, Lincolnshire, East Midlands
- Permanent
- Full Time
- £35,000 - £52,000 Per Annum
Job Description
Trust Tax AdviserShape 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. They’re 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 — it’s an opportunity to work closely with high-net-worth individuals, trustees and family offices, delivering meaningful advice that directly impacts long-term wealth planning.
The OpportunityAs a Trust Tax Adviser, you’ll 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.
You’ll be part of a collaborative, forward-thinking team where your ideas are valued and your development is actively supported.
What You’ll Be Doing as the Trust Tax Advisor?
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 solutionsAs you develop in the role of Trust Tax Advisor, you’ll 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-upsWhat is our client looking for as the Trust Tax Advisor?
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 environmentWhat's in for you the Trust Tax Advisor?
£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 MidlandsIf you’re 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.
For further information, please call myself, Neil on the office number or email me.
INDREC
RECfinancial are currently working with a highly regarded East Midlands Group of accountancy practices that are expanding its specialist Trusts Team. They’re 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 — it’s an opportunity to work closely with high-net-worth individuals, trustees and family offices, delivering meaningful advice that directly impacts long-term wealth planning.
The OpportunityAs a Trust Tax Adviser, you’ll 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.
You’ll be part of a collaborative, forward-thinking team where your ideas are valued and your development is actively supported.
What You’ll Be Doing as the Trust Tax Advisor?
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 solutionsAs you develop in the role of Trust Tax Advisor, you’ll 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-upsWhat is our client looking for as the Trust Tax Advisor?
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 environmentWhat's in for you the Trust Tax Advisor?
£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 MidlandsIf you’re 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.
For further information, please call myself, Neil on the office number or email me.
INDREC