Senior Trusts Adviser
THE ROLE
Department: Tax, Trusts, Wills & Probate
PQE: 10 years +
Qualifications and Experience
- Qualified solicitor or accountant (CTA or similar)
- At least 10 years PQE in trusts and related areas
- Strong understanding of trust taxation and compliance
- Proven experience in trust formation and administration
- In-depth knowledge of UK trust law and regulations
Key Responsibilities
- Advising clients in relation to the establishment of trusts
- Gather data and complete inheritance tax accounts (relating to death estates, relevant property and other trusts)
- Maintain and prepare trust accounts
- Administer trusts including liaising with relevant third parties
- Administer death estates
- Complete trust and estate self assessment tax returns
- Register trusts & estates with HMRC’s Trusts Registration Service
- Prepare FATCA and CRS returns
- Draft trust administration documents including resolutions, minutes
- Provide ad hoc tax computations e.g. CGT, IHT, Income Tax
- Provide support, oversight and mentoring to other team members in the work outlined above
You Must Be Able To
- Manage own caseload
- Manage own financial housekeeping
- Conduct meetings with clients both face to face and remotely
- Keep up to date with law and practice
- Have excellent communication and team skills
EQUAL OPPORTUNITIES
Greene & Greene is committed to nurturing a diverse, equal and inclusive working environment. We recruit based on suitability for the role, experience, and qualifications (where applicable). We welcome applications from everyone regardless of gender, marital status, race, religion, colour, age, disability, socio‑economic background, pregnancy, maternity status or sexual orientation.
Benefits
- 25 days holiday plus Bank Holidays
- Hybrid working
- Personal pension scheme
- Group life assurance
- Support and funding for further professional qualifications
- Private medical insurance
- Employee assistance programme
- In‑house health & wellbeing sessions
- Car parking
