My client is a growing Top 30 professional services firm with a dynamic Private Client team, including a specialist Trusts function. Due to continued growth, the Trusts sub-team is seeking a Trust Consultant to assist in managing a diverse portfolio of UK and offshore trusts, supporting high-net-worth individuals, families, and trustees both in the UK and internationally.
This is an excellent opportunity for someone with existing trust experience to join a successful, expanding team, gain exposure to complex client work, and develop their career with full study support towards CTA or STEP qualifications.
Key Responsibilities:
• Assist in the management of a varied portfolio of UK and offshore trust clients.
• Prepare or review trust accounts, tax returns, and IHT 10-year/exit charge calculations under supervision.
• Support senior team members in advising trustees and beneficiaries on distributions and UK reporting requirements.
• Ensure compliance with HMRC Trust Registration Service (TRS) rules.
• Assist with drafting advisory reports on UK and offshore trust structures.
• Contribute to trust and estate tax planning projects and identify opportunities for clients.
• Liaise with clients and third-party advisers in a professional and timely manner.
• Support and learn from more senior team members, developing both technical and advisory skills.
What You’ll Need:
• ATT qualification (essential).
• Experience working with trusts – ideally including compliance and tax return preparation.
• Strong interest in developing a career in private client and trust taxation.
• Excellent written and verbal communication skills.
• Highly organised with good attention to detail.
• Proficient in Microsoft Excel (experience with CCH or Digita desirable).
• A proactive attitude and willingness to study towards CTA or STEP (full support provided).
What’s on Offer:
• Opportunity to work with high-profile UK and international clients.
• Supportive team environment with structured training and professional development.
• Full study support for CTA or STEP qualifications.
• Competitive salary and benefits package.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
