Trust Tax Advisor
RECfinancial
Stamford · posted 1 August 2026
Salary
£35,000 – £52,000 a year
Location
Stamford, England
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 Stamford office. 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. For further information, please call myself, Neil on the office number or email me. INDREC
TPBN1_UKTJ
← Back to job search
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 Stamford office. 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. For further information, please call myself, Neil on the office number or email me. INDREC
TPBN1_UKTJ