Your new company

A boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship‑driven service. The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.

Your new role

This is a broad role, which includes supporting the management of a portfolio of family and charitable trusts. The role combines day-to-day administration with trust accounting and tax responsibilities, working closely with senior team members to ensure compliance, accuracy and high service levels for trustees and beneficiaries.

Key Duties:

• Managing day-to-day trust administration, including payments, income distributions and maintaining accurate records
• Preparing trust accounts and supporting tax compliance, including income tax, CGT and IHT reporting
• Liaising with clients, beneficiaries, stockbrokers and other professional advisers, drafting correspondence as required
• Monitoring and reconciling bank accounts, cashflows and income payments across trust portfolios
• Supporting wider trust operations, including beneficiary reporting, file management and ad hoc project work

What you'll need to succeed

• Knowledge of trust accounting systems such as CCH (Trust Accounts, Central, Viztopia and Accounts Production) effectively, with any exposure to US tax considered advantageous

• Ideally, ACCA qualified (if you are qualified by experience please still get in touch)

What you'll get in return

• Hybrid working patter following three months

• A generous benefits package including a good pension plan and more niche benefits including travel insurance

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.