Tax & Trust Advisor

Tax and Trust Advisor
Southampton with hybrid working
£65,000 - £70,000 + bonus scheme, profit share and other benefits

A 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 include

Ad 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 team

Monitoring deadlines on trusts such as ten yearly charges and beneficial entitlements

Trust Accounting (with support from others in the team)

Supporting our Tax technicians with the implementation of particular tax/trust related projects – e.g. TRS

Assisting in the training and mentoring of junior members of staff and assisting our partners with

Skills and Experience required

A suitable professional qualification – e.g. Solicitor, Cilex, STEP, ATT or CTA

Significant experience (5 years+) of working in a private client or trust department in a client facing role

Ability to work accurately, prioritise work and adhere to critical deadlines

Excellent interpersonal skills with the ability to communicate at all levels

Proactive and able to raise challenge in the interests of achieving the best outcome for the client

Exceptional self-motivation and ability to assume responsibility for your own matters

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