Kreston Reeves
Trust Senior/Administrator
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Trust Senior/Administrator
Department: Tax
Location: London
Description
We are seeking an experienced Trust professional to join our London Trust & Estate team in a hybrid role (3 days in the office, 2 days working from home). This is a predominantly fee-earning position within one of London’s largest Trust departments (for a firm of our size), supporting a diverse portfolio of over 600 trusts, estates, small charities, and family office-style arrangements. The role combines trust and estate administration, accounting support, and client service delivery. You will work closely with trustees, beneficiaries, HMRC, solicitors, stockbrokers, and internal teams, contributing to both compliance and day-to-day administration within a collaborative and high-performing environment.
About the role
- Managing the day-to-day administration of a varied portfolio of trusts and estates
- Preparing trust tax returns, annual accounts, and supporting estate accounts and related tax compliance work
- Assisting with inheritance tax reporting and other key tax events
- Maintaining accurate trust records, including cashbooks and financial systems
- Monitoring trust and estate bank accounts, preparing cashflows, and ensuring timely payment of liabilities
- Acting as a key point of contact for trustees, beneficiaries, HMRC, solicitors, banks, and other advisers
- Supporting client onboarding, including account setup, closures, and ongoing record maintenance
- Drafting engagement letters and supporting client communications
- Assisting with billing processes, including fee raising, debtor management, and credit control support
- Monitoring stockbrokers’ online accounts and preparing summaries as necessary
- Assisting with deputyship administration and accounts
- Assisting with maintaining key date registers (e.g., FATCA, CRS, IHT deadlines)
- Participating in debtor reviews and monthly credit control meetings
- Providing general administrative and project support to the wider team as required
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What we're looking for
- Exposure to Trust or estate environment
- Strong organisational skills with excellent attention to detail
- Confident communicator with strong written and verbal skills
- Ability to manage multiple priorities and meet deadlines in a busy environment
- Collaborative, proactive, and supportive team player
- Basic understanding of trust accounting and taxation
- Educated to A-Level or degree level (or equivalent experience)
- Ideally ATT or STEP or part qualified (desirable)
What we can offer
- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave – 25.5 days plus bank holidays, holiday buying
- Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
- Physical wellbeing – Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values
- Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
- Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
- Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan
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At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing recruitment@krestonreeves.com. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
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