Trust Tax Advisor

Trust Tax Adviser

Shape 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. Theyre now looking to appoint a talented Trust Tax Adviser to join them across their offices in Grantham, Boston or Stamfordoffice.

This is more than a compliance role its 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 Opportunity

As a Trust Tax Adviser, youll 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.

Youll be part of a collaborative, forward-thinking team where your ideas are valued and your development is actively supported.

What Youll 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 solutions

As you develop in the role of Trust Tax Advisor, youll 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-ups

What 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 environment

What'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 Midlands

If youre 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.

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