Trust Tax Adviser and Administrator


A rare opportunity has arisen to join a small team of Tax and Trust advisors based in Central London.

The team of multi-lingual tax advisors and lawyers work closely with the firm’s financial advisors in the UK and across Europe, as well as the groups own trust company.

This is a new role due to internal promotion and reorganisation.

The ideal candidate would be CTA/ATT/STEP part qualified or have 2-3 years practical experience working with trusts within a law practice, accountants, or corporate trustee. Experience of offshore trust structures would be desirable but not essential.


  • The candidate will be working with the whole team but primarily with the Tax Trust and Investigation Manager and the Head of Technical Advice.
  • The role is primarily compliance focused but will involve assisting with the advice in respect of UK tax declarations by offshore trusts.
  • Drafting trust winding up and simple trust restructuring reports and preparing reports regarding client’s domicile positions.
  • Calculating the gains on life assurance policies, relevant income pools, stockpiled gains.
  • Initial 10-year anniversary reviews on behalf of our sister offshore trust company.
  • Completion of IHT 100’s on behalf of our sister offshore trust company
  • Some calculations may involve overseas jurisdictions (in our core countries: France, Spain, Portugal, Cyprus, and Malta).  Full training will be given in relation to the taxation of trusts in the relevant overseas jurisdictions.
  • Assisting with companywide tax reporting across our core European countries.
  • Supporting the team assistant as and when required and to provide cover in their absence.


  • The candidate will be expected to work outside the initial job specification as this is a new and evolving role.
  • They will need to have sound UK personal trust tax knowledge.
  • Experience of UK trust compliance is essential.
  • A knowledge of advising on UK residence and domicile issues for people both leaving and entering the UK would be an advantage but not essential.
  • Experience with the UK taxation of single premium life insurance bonds is a distinct advantage, but not essential.
  • Strong verbal and written communication skills are essential.
  • Strong numeracy skills and use of Excel are essential for the role.
  • The candidate must be prepared to travel within Europe (usually to Malta) for approximately six weeks per year.

If you’re interested and qualified for the role, please use the form below to enter your details and upload your CV and a cover letter.



Friday 11 June 2021

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