Trusts Tax Southampton
A leading law firm with offices across the UK has a new opportunity in their Southampton office due to retirement. The firm boasts a portfolio of high quality work and complex cases in a collaborative work environment. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts.
Responsibilities
* Day‑to‑day administration of trusts, including discretionary trusts and trusts where a beneficiary or beneficiaries have an interest‑in‑possession.
* Advise trustees on their fiduciary and statutory duties, support decision‑making, and assist in implementing those decisions.
* Conduct meetings with trustees in person as required.
* Draft all types of trust deeds, minutes of trustees’ meetings, and resolutions.
* Conduct annual trust reviews.
* Prepare and maintain trust accounts.
* Complete Trust Registration Service (TRS) filings.
* Prepare tax returns in respect of income, capital gains, and inheritance tax.
Qualifications
* Qualified or part‑qualified with at least 3 years of experience dealing with trusts.
* Ability to complete compliance requirements and advise clients on UK trust matters.
Compensation & Benefits
Salary is dependent on experience up to £55,000, plus a host of benefits.
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