Job Description
Tax and Trust Advisor\nSouthampton with hybrid working\n£65,000 - £70,000 + bonus scheme, profit share and other benefits\n\nA leading national Law Firm are seeking to recruit a Tax and Trust Advisor to work as part of the highly regarded Succession and Tax Practice team. The scope of work is varied and interesting with a wide client base and broad geographic reach. The team provides advice on the full range of private client matters including estate planning, Wills and advisory, Court of Protection, Estate Administration and Trust.\n\nKey responsibilities include\n\nAd hoc trust advisory work, such as advising trustees and beneficiaries on trust distributions; tax planning for trustees and beneficiaries (IHT and CGT); planning for trusts nearing the end of the trust period;\n\nCharitable Trusts working in conjunction with our specialist Charities advisory team\n\nMonitoring deadlines on trusts such as ten yearly charges and beneficial entitlements\n\nTrust Accounting (with support from others in the team)\n\nSupporting our Tax technicians with the implementation of particular tax/trust related projects – e.g.
TRS\n\nAssisting in the training and mentoring of junior members of staff and assisting our partners with\n\nSkills and Experience required\n\nA suitable professional qualification – e.g. Solicitor, Cilex, STEP, ATT or CTA\n\nSignificant experience (5 years+) of working in a private client or trust department in a client facing role\n\nAbility to work accurately, prioritise work and adhere to critical deadlines\n\nExcellent interpersonal skills with the ability to communicate at all levels\n\nProactive and able to raise challenge in the interests of achieving the best outcome for the client\n\nExceptional self-motivation and ability to assume responsibility for your own matters\n\nChilworth Partnership Ltd (also trading as Venture Recruitment Partners) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities.
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