At a Glance
- Tasks: Manage trusts, advise trustees, and prepare tax returns in a collaborative environment.
- Company: Leading law firm with a strong reputation and supportive culture.
- Benefits: Competitive salary up to £55,000 and a range of attractive benefits.
- Other info: Opportunity for professional growth in a high-quality work setting.
- Why this job: Join a dynamic team and make a real difference in private wealth management.
- Qualifications: Qualified or part-qualified with 3+ years of trust experience.
The predicted salary is between 50000 - 55000 £ per year.
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.
Trusts Tax Advisor. Job in Southampton Move Collective Jobs in Eastleigh employer: Broughton Group
Join a leading law firm in Southampton that values collaboration and offers a supportive work culture, making it an excellent employer for Trusts Tax Advisors. With a focus on high-quality work and complex cases, employees benefit from ongoing professional development opportunities and a competitive salary package, ensuring a rewarding career path in the Private Wealth team.
