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- Advising clients on trust structures and associated tax implications
- Preparing documentation for trust creation, variation, and termination
- Overseeing the administration and tax compliance of trusts
- Preparing Inheritance Tax, Income Tax, and Capital Gains Tax returns for trusts
- Managing Trust Registration Service requirements
- Engaging with trustees and beneficiaries, arranging trustee meetings, and ensuring compliance
- Have 2-3 years PQE, or equivalent experience in Trusts and Tax if not qualified
- Be experienced in trust creation, administration, and taxation
- Have personal tax experience (preferred but not essential)
- Be knowledgeable in probate and estate administration
- Demonstrate expertise in private client work across diverse areas
- Work well independently and collaboratively
- Possess excellent communication and organisational skills with strong attention to detail
- Show capability to build a client base and generate work for other teams
- Contribute to team marketing efforts, including attending events, writing articles, and engaging on social media
- Have experience with, or be familiar with, Lexcel compliance requirements
- Display a commercial mindset and creative approach
- Be proficient in IT, preferably with case management systems; knowledge of tax or trust software is a plus
- Hybrid working
- Private Medical Insurance, Life Insurance, and Income Protection
- Annual discretionary staff bonus
- Discounted gym membershipÂ
