Trusts Senior Associate

As a Trusts Senior Associate, the work centres on managing all client and third-party communications (written and verbal), including with HMRC, brokers, banks, and legal professionals, upholding the highest professional standards. It would suit someone who can bring strong professional approach to the role.

Where ownership sits

Benefits:As a Trusts Senior Associate, you will get… Flexible working Award-winning working environment. The client is looking to grow their team through recruiting a Trusts Senior Associate.

What the role carries

Managing all client and third-party communications (written and verbal), including with HMRC, brokers, banks, and legal professionals, upholding the highest professional standards. Overseeing a portfolio of trust and estate clients, ensuring deadlines and reporting schedules are consistently met. Maintaining accurate and up-to-date computerised accounting records for UK-based trusts and estates.

What helps the work land well

Strong professional approach.

What the role depends on

• Experience in a professional services or partnership environment in a comparable role is highly desirable.
• Strong knowledge of UK trust and charity taxation, including offshore trust structures.
• Effectively plans and tracks tasks, monitoring budgets and deadlines, and proactively updating managers and clients on progress where necessary.

Practical details

• The client is a leading firm in central London.
• They work with a variety of clients ranging from entrepreneurs to charities and not for profit organisations.
• Are you looking for the next step to grow their career?
• Rutherford Briant is passionate about equity, diversity, and inclusion.

Requirements mentioned

• CIMA/ACCA/ACA