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- Hybrid working (3 days in the office)
- Discounted shopping, wellness and rewards via Perkbox
- Gynmflex where you can join a gym close to you
- Private medical insurance
- 25 days' holiday PLUS 2 extra days over Christmas and a day off on your birthday
- Holiday purchase scheme - you can purchase up to 5 extra days a year
- Excellent pension scheme - after 6 months employer contrbution is 6% and 100% of employer NI savings go towards the employee pension pot
- Discretionary bonus based on firm's performance
- Staff lottery every month giving you the chance to win a £500 bonus
- Paid volunteer days
- e-car scheme
- Dress for your Diary
- Free parking
- Death in service - equal to 4 times salary
- Big summer and Christmas parties
- Managing a portfolio of clients ensuring that all relevant compliance deadlines for trusts and individuals (Income tax and IHT) are met.
- Assisting partners and directors with advisory projects including setting up and closing trusts.
- Attending client meetings as required.
- Assisting with estate administration including preparation of probate application, estate accounts and IHT returns.
- Relevant experience gained within trust and probate professional services. Qualifications are not necessarily required, but CTA, STEP or SILEX will be considered a bonus.
- Excellent knowledge and experience managing personal and trust compliance ( accounts, income tax returns and IHT returns.) TRS reporting, estate accounts and tax returns, and ideally probate work.
- Experience in advising onshore trusts.
- The ability and enthusiasm to train and develop team members.
