Job Description
Would you like to be a part of a highly regarded, specialist Trusts team offering hybrid working?
Trusts Solicitor – hybrid position but able to attend the West Suffolk office twice a week
Client
A full-service regional law firm with a Legal 500 Tier 1 Private Client Team
Role
* Work collaboratively with the Private Client lawyers and other stakeholders
* Administer a portfolio of trusts for longstanding clients including annual accounts and tax returns
* Legal drafting of documents
* Preparation and submission of the annual declarations on the Trust Registration Service
* Preparation and submission of FATCA and CRS returns, where necessary
* Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees
* Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts
* Undertaking the day-to-day administration of the trusts to include talking to beneficiaries and handling their requests for financial support.
You
1. Ideally 4+ PQE
2. A basic understanding of Personal Tax Returns
3. Inheritance tax, capital gains tax and CGT 60-day knowledge
4. Experience of preparing trust accounts and tax returns.
5. Exp...