We are looking to recruit a Trust & Tax Assistant to join the Private Wealth department, based in our Manchester head office.
The successful candidate will work closely with partners and members of our growing team, including our Trust Manager. The team itself deals with a wide range of trust administration work together with tax and probate matters.
The role will suit someone who has excellent administrative skills and who is looking to develop their career within a friendly team.
We encourage applications from applicants who have been exposed to general private client or the administration of trusts or estates, and are looking to expand their knowledge and experience in the area.
This is a full-time role (35 hours a week) with the option to work remotely up to two days a week.
Key Duties and Responsibilities
* Liaising with clients and third party investment managers or accountants.
* Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required.
* Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions.
* Preparing for and attending trustees’ meetings and taking minutes of those meetings.
* Dealing with payments and distributions from trusts, both capital and discretionary income distributions.
* Preparing and reviewing trustees’ investment policy statements.
* Keeping supervisors regularly updated with progress on assignments and assisting with billing.
* Ensure all written and verbal communication is of the highest professional standard.
* Any other tasks as may be required from time to time.
Person Specification / Technical Skills
The ideal candidate will:
* Be enthusiastic and dedicated to pursuing a career in private client work, with a focus on trust and estate administration.
* Be willing to share knowledge and experience with colleagues. Have excellent organisational skills and the ability to prioritise competing demands effectively. Have a high degree of attention to detail.
* Be familiar with CCH or a similar tax reporting software (although full training can be given where necessary).
* Good level of judgement and logical approach to problem solving.
* Good standard of oral and written communication skills.
* Self-motivated and have the ability to work under pressure.
* The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.
* Good internal personal skills in dealing with clients, colleagues and senior management.
* Good time management and organisational skills.
* Have ability to multi-task.
* Able to work on own initiative and to be highly disciplined.
Working for JMW
As well as a rewarding career, JMW offers its colleagues many other opportunities and benefits, including:
* A minimum of 25 days' annual leave (increasing with length of service) plus office closure between Christmas and New Year
* Travel Insurance – covering you and eligible family members
* Death In Service - 3 x basic salary
* Private Medical Insurance (subject to opting in) and option of contributing to add eligible family members
* Income Protection - cover of up to 75% of salary
* Access to an interest free travel pass/parking loan
* A one-hour early finish, one Friday a month
* Two days a year to do charitable work, with a huge variety of events to get involved in
* The opportunity to participate in sports teams, hobby clubs, and social events
* Access to our Employee Assistance Programme and trained Mental Health First Aiders
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