Trust Advisor

Marks Sattin

Posted 17 days ago, valid for 6 days

Sheffield, South Yorkshire S5 8DP

£25,000 - £30,000 per annum

Full Time

Retirement Plan

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Sonic Summary

The Trust Advisor position is based in Sheffield and offers a hybrid working model with a salary range of £40,000 to £50,000 plus benefits.
The role requires a driven individual with experience in trust and estate compliance, preferably within a legal firm.
Responsibilities include managing trusts, providing tax advice, preparing annual trust accounts, and offering guidance to trustees.
Candidates should have a client-facing background and be able to deliver high standards of client care.
Benefits include 29 days of holiday, an annual bonus, a great pension scheme, private healthcare, and a green car scheme.

Trust Advisor / Sheffield - Hybrid / £40,000 - £50,000 with Benefits

Marks Sattin are delighted to be collaborating with a Law Firm who are looking to recruit a Trust Administrator based in Yorkshire. They are looking for a driven individual who will be able to manage trusts effectively as well as act on behalf of trustees.

The Role:Within this role you will be responsible for the administration of trusts established by clients.

Day to Day:

Handle trust and tax advice work for private clients and to build and develop own case load.
Deliver high standards of client care.
Preparation of Annual Trust Accounts
De-registration of Trusts on HMRC Trust Register
Provide completion & expert advice on Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates.
Provide legal advice on trustees'& offering guidance.

Key Skills & Qualifications:

Experience working with trusts and estate compliance
Experience working in a legal firm desirable
Experience working in a client facing role while providing

Benefits

29 days Holiday + Bank Holidays
Annual Bonus
Great Pension Scheme
Private health care
Green Car Scheme

Apply by submitting a copy of your CV or by contacting Aleksandra Taranovskaja |

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