Tax & Trust Advisor

Tax and Trust AdvisorSouthampton with hybrid working£65,000 - £70,000 + bonus scheme, profit share and other benefitsA leading national Law Firm are seeking to recruit a Tax and Trust Advisor to work as part of the highly regarded Succession and Tax Practice team. The scope of work is varied and interesting with a wide client base and broad geographic reach. The team provides advice on the full range of private client matters including estate planning, Wills and advisory, Court of Protection, Estate Administration and Trust.Key responsibilities includeAd hoc trust advisory work, such as advising trustees and beneficiaries on trust distributions; tax planning for trustees and beneficiaries (IHT and CGT); planning for trusts nearing the end of the trust period;Charitable Trusts working in conjunction with our specialist Charities advisory teamMonitoring deadlines on trusts such as ten yearly charges and beneficial entitlementsTrust Accounting (with support from others in the team)Supporting our Tax technicians with the implementation of particular tax/trust related projects – e.g. TRSAssisting in the training and mentoring of junior members of staff and assisting our partners withSkills and Experience requiredA suitable professional qualification – e.g. Solicitor, Cilex, STEP, ATT or CTASignificant experience (5 years+) of working in a private client or trust department in a client facing roleAbility to work accurately, prioritise work and adhere to critical deadlinesExcellent interpersonal skills with the ability to communicate at all levelsProactive and able to raise challenge in the interests of achieving the best outcome for the clientExceptional self-motivation and ability to assume responsibility for your own mattersChilworth Partnership Ltd (also trading as Venture Recruitment Partners) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at www.chilworthpartnership.co.uk.