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. They’re 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 — it’s 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, you’ll 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.
You’ll be part of a collaborative, forward-thinking team where your ideas are valued and your development is actively supported.
What You’ll Be Doing as the Trust Tax Advisor?
As you develop in the role of Trust Tax Advisor, you’ll have the opportunity to:
What is our client looking for as the Trust Tax Advisor?
What’s in for you the Trust Tax Advisor?
If you’re 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
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Danielle is a versatile professional with a diverse background, ranging from customer service and administration to project delivery in the construction industry. Her diverse skill set allows her to adapt to various roles and responsibilities with ease.
Outside of her professional life, Danielle enjoys exploring the great outdoors with her two young children and traveling. She also enjoys immersing herself in music, and has a keen interest in cars – always making the most of her personal time.
“He values mutual respect, integrity and seeking partnerships”
Neil attended Plymouth and Bristol Universities for his undergraduate studies before entering the recruiting industry in 1999. He brings a plethora of experience to the table, having spent twenty years working in the financial recruitment field.
Central to Neil’s professional ethos is fostering genuine, transparent relationships with clients and candidates alike. He values mutual respect and integrity, seeking partnerships with like-minded individuals who share his commitment to professionalism.
Beyond the boardroom, Neil is a devoted Husband and Father and has many different pets. An avid gardener with a fascination for tree ferns, he’s also been a dedicated gym enthusiast for 35 years. Neil finds solace in clay pigeon shooting and serves as a local Parish Councillor, overseeing the village allotments.
Active in his community, Neil is an honorary member of Hinckley Round Table and Hinckley 41 Club, actively contributing to charitable endeavours. You might catch him walking with his faithful spaniel Oscar or unwinding at the village pub on Friday nights, enjoying fine food and a whiskey.
“Tracey’s signature is her unwavering dedication to offering outstanding service”
With 18 years of entrenched experience in recruitment within the Leicester market, Tracey specialises in both temporary and permanent placements, particularly in the realms of Accountancy and Finance. Additionally, she extends her expertise to encompass administrative and clerical roles, showcasing her adaptability in meeting diverse client requirements throughout Leicester and Leicestershire.
Tracey’s signature is her unwavering dedication to offering outstanding service, which is emphasised by her desire to build long-lasting relationships with each and every client. Her top priority is to comprehend their unique business requirements, guaranteeing a smooth hiring process that is easy to use and efficient.
Beyond her professional endeavours, Tracey channels her passion into volunteering with Girlguiding UK for over two decades, where she organises engaging activities and unforgettable camping expeditions for both Guides and Rangers, demonstrating her ongoing commitment to community engagement.
In addition, Tracey is an enthusiastic season ticket holder for Leicester City FC and loves nothing more than to travel to different UK cities to cheer on her team at home and away.
“Ray holds firm to principles of trust, honesty, and hard work”
Ray has been immersed in the recruitment field since 2003, steadily advancing to a managerial position by 2005. Over the past 15 years, he has served in various capacities, including Area, Operations, and Managing Director roles, catering to companies across the Midlands and spanning all skill levels.
With a degree in hand and accolades such as Business Manager of the Year, Ray boasts a track record of tangible success in the business realm.
Beyond his professional achievements, Ray finds fulfilment in his roles as a husband and father to two daughters. His interests range from live concerts and music of all genres, from classical to heavy rock.
Ray holds firm to principles of trust, honesty, and hard work, all while embracing the joy in life and making a positive impact on those around him. His penchant for humour adds an extra dimension to his interactions, always aiming to bring smiles to people’s faces.
“Dan boasts two solid decades of experience in the recruitment realm”
Dan boasts two solid decades of experience in the recruitment realm, with a niche expertise in accountancy and finance. His journey spans from the initial trainee position to the esteemed role of Director.
Dan’s commitment to RECfinancial’s core values, epitomised by ‘Do the right thing’ and ‘Never miss a thing,’ underscores his professional ethos.
Beyond his career, Dan’s heart lies with his family, particularly his two young daughters. On weekends, he is immersed in chauffeuring duties, shuttling them to various football clubs for matches.
Outside of work, Dan’s passion for Manchester’s musical heritage from the early to mid-90s shines through. He is the proud owner of a Classic Mini Cooper and a self-obsessed Lego addict.
