Trust Specialist, Family Office
London (hybrid working) To £50,000 + attractive benefits package
This is a rare opportunity to join a family office which offers both high quality work and a really lovely working environment. This long established firm looks after the financial affairs of an extremely wealthy UK family. The office has a dedicated trust team with experienced trust specialists from a variety of backgrounds including accounting and law firms. The team works closely with other tax colleagues who handle the family's personal tax affairs.
The family office environment is unique, enabling you to fully focus on providing a high level of service to your clients without the pressures of marketing and juggling timesheets. This is a terrific place to work, with great quality work and friendly colleagues.
You will be responsible for your own portfolio of primarily UK based family and charity trusts. This will involve the preparation of accounts and income and inheritance tax returns, managing and reconciling bank accounts and general administration.
You are likely to have gained a minimum of 4 years' experience in a trust environment, probably an accounting firm, law firm, bank etc. There will be extensive client contact and you will be liaising with HMRC and other professional intermediaries so the role is likely to suit someone comfortable with building professional relationships.
Training, either for qualifications or to enhance your knowledge is both encouraged and financed by the firm. Your trust and tax colleagues are also on hand to assist with queries or second opinions.
The firm offers an attractive salary, significant non-contributory pension, 25 days holiday, hybrid working and a host of other benefits. Roles like this are really exceptionally rare with an interesting portfolio, extremely pleasant working environment, friendly colleagues and no need to sell services or complete timesheets.
For a confidential chat about the role and firm, contact Cathy Buckley on 020 3303 0020 or email firstname.lastname@example.org