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Outcomes of the Role
- Dealing with all aspects of trust and estate administration including all appropriate executive functions of a corporate Trustee.
- Carrying out annual detailed review of all necessary financial statements and tax compliance.
- Dealing with all aspects of Inheritance Tax reporting where required.
- Assisting Directors in providing tax planning advice.
- Participating in the creation, administration and advice on private philanthropy and charitable structures.
- Providing day to day support to colleagues on technical issues including presenting on relevant subjects.
- Maintaining relationships with key family clients.
- Participating in business development including pitching for new clients.
- Ensuring that all group compliance and AML standards and policies are met.
- Providing cover for colleagues during periods of absence as appropriate.
Knowledge, Skills and Experience
- Excellent interpersonal skills.
- Highly organised.
- Strong personal motivation.
- Commercial awareness.
- Ability to work using own initiative as well as part of a team.
- Strong IT skills, excellent knowledge of MS Office and preferably CCH software.
- Significant experience working within a Trust department either in an Accountancy practice, Law firm, Trust company or Family office.
- Proven track record in working and developing within the trust business.
- CTA/ACCA/STEP qualified.
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
