Trusts Consultant

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