Kreston Reeves
Trust Senior/Administrator Department: Tax Employment Type: Permanent - Full Time 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, 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 and preparing cashflows, 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 set up, 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 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 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 . Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
Trust Senior/Administrator Department: Tax Employment Type: Permanent - Full Time 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, 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 and preparing cashflows, 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 set up, 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 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 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 . Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
Kreston Reeves
Transactional Services Manager / Associate Director Department: Advisory Employment Type: Permanent - Full Time Location: London Description We are currently seeking a Transaction Services Manager/Associate Director to join our London office on a full-time permanent basis. Kreston Reeves Corporate Finance specialises in providing transaction and lead advisory services to privately owned, owner managed and small/mid market cap listed companies. Transaction values are typically in the £1 million to £50 million range and include both domestic and cross border projects. The Transaction Services team acts for businesses across all sectors, assisting on a range of transactions including buy side advisory, financial due diligence on pre acquisition / vendor / pre lend / private equity transactions, completion reviews and undertakes reporting accountant roles on listings. About the role Support the delivery of Corporate Finance assignments, working under supervision and ensuring appropriate Director/Partner involvement and sign off Review and maintain core financial datapacks, reports and other client facing documentation Monitor project progress, manage junior team members, and maintain clear communication with clients and internal stakeholders Ensure client work is delivered within budget and in line with agreed service line standards Act as a point of contact on assigned workstreams and attend internal and external business development events What we're looking for The ideal candidate will be ACA qualified or equivalent Several years experience within Transactional Services Experience of managing a team on ongoing multiple projects Analytical skills and attention to detail Good commercial and well organised approach Financial Modelling - clear understanding of financial models and their context and impact 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 (manager) or 27.5 (associate director) 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 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 . Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
Transactional Services Manager / Associate Director Department: Advisory Employment Type: Permanent - Full Time Location: London Description We are currently seeking a Transaction Services Manager/Associate Director to join our London office on a full-time permanent basis. Kreston Reeves Corporate Finance specialises in providing transaction and lead advisory services to privately owned, owner managed and small/mid market cap listed companies. Transaction values are typically in the £1 million to £50 million range and include both domestic and cross border projects. The Transaction Services team acts for businesses across all sectors, assisting on a range of transactions including buy side advisory, financial due diligence on pre acquisition / vendor / pre lend / private equity transactions, completion reviews and undertakes reporting accountant roles on listings. About the role Support the delivery of Corporate Finance assignments, working under supervision and ensuring appropriate Director/Partner involvement and sign off Review and maintain core financial datapacks, reports and other client facing documentation Monitor project progress, manage junior team members, and maintain clear communication with clients and internal stakeholders Ensure client work is delivered within budget and in line with agreed service line standards Act as a point of contact on assigned workstreams and attend internal and external business development events What we're looking for The ideal candidate will be ACA qualified or equivalent Several years experience within Transactional Services Experience of managing a team on ongoing multiple projects Analytical skills and attention to detail Good commercial and well organised approach Financial Modelling - clear understanding of financial models and their context and impact 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 (manager) or 27.5 (associate director) 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 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 . Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
