Assistant Trust and Estate Manager

Our client is a central London law firm with around 100 staff. They work in five main areas of business, including; Corporate, Real Estate and Private Client.

Their benefits package includes corporate gym membership, season ticket loan, 25 days holiday and pension scheme.

They are now looking to recruit an Assistant Trust and Estate Manager. The role will sit in the Trust team oversee the accountancy and tax compliance of the firms clients trusts and estates, to ensure they remain compliant in an ever-changing regulatory field.

Responsibilities

• Manage and administer routine client trusts and estates, ensuring compliance with legal requirements and client instructions.

• The preparation of annual trust accounts, trust tax returns, IHT Accounts and R185s.

• Assisting with HMRC Trust Register, CRS Reporting and AEOI Returns.

• The collation of all financial information for trusts.

• Attendance at trustee meetings and taking minutes as necessary.

• Preparation of trustee resolutions and some drafting of simple deeds such as changes of trustees.

• The preparation of estate accounts, estate administration period tax returns and R185Es.

• The preparation of tax returns for deceased individuals for the period to the date of death.

• The preparation of UK residential property CGT returns for estate sales.

• Liaising with internal and external clients in order to affect an efficient trust (and probate) service

• Liaising with HM Revenue and Customs as necessary.

• Liaising with beneficiaries and other professional advisors.

Candidate Profile

• Good working knowledge of trust administration, with experience of annual accounts and tax return preparation, gained in a law firm or accountancy practice.
• Experience of dealing with tax reporting for estates.
• Qualified or studying for STEP membership and/or a professional accountancy qualification.
• IT skills including good knowledge of Word, Excel, Trust Accounts and CCH Central.
• Excellent communication skills - must be able to interact and communicate effectively across all levels of seniority and on both an internal and external basis.
• Must have the ability to formulate and maintain good working relationships both internally and externally.
• Able to work well under pressure and in keeping with deadlines.
• Must have excellent attention to detail.
• Strong IT, organizational skills.
• Able to manage and drive own workload with light-touch supervision.

Important Notice

It is Career Legal’s policy, as a matter of courtesy, to respond to all applications within three working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted, you within three working days your application has been unsuccessful, and your details have not been retained. Please apply for any other position that you may see in the future. Thank you.

Career Legal is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients.