At a Glance
- Tasks: Manage trusts, prepare tax returns, and support a collaborative team.
- Company: Established law firm with a supportive and inclusive culture.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and private healthcare.
- Other info: Genuine career development opportunities and involvement in social initiatives.
- Why this job: Join a dynamic team and make a real impact in trust and estate administration.
- Qualifications: Experience in trust taxation and strong organisational skills required.
The predicted salary is between 45000 - 75000 £ per year.
A well established regional law firm is seeking a Trust Tax Specialist to join its respected Private Client department in Yeovil. This is a fantastic opportunity to take on varied, interesting work within a supportive, collaborative team that values expertise, initiative and exceptional client service.
The Role
You will play a key role in supporting the firm's growing trust and estate administration offering, managing a diverse and busy caseload. Responsibilities include:
- Administering trusts and distributing assets to beneficiaries in line with trust terms
- Preparing tax returns for individuals, trustees and executors
- Producing tax deduction certificates and annual trust accounts
- Managing trust related tax liabilities and ensuring tax efficient outcomes
- Handling trust registration compliance and online filing for the probate team
- Supporting the wider Private Client team and contributing to new client relationships
Candidate Requirements
This role is suited to a professional with:
- Experience in trust and estate taxation and the preparation of trust accounts
- Strong understanding of trust administration and associated tax obligations
- Ability to manage your own caseload with limited supervision
- An accountancy background or broader private client experience (highly beneficial)
- Excellent interpersonal skills and a collaborative, team focused approach
- Strong organisational skills, accuracy and the ability to meet deadlines
- A proactive, ambitious mindset and the ability to see the bigger picture
Benefits
The firm offers:
- Competitive salary and benefits package
- Hybrid and flexible working arrangements
- 25 days' holiday plus bank holidays and your birthday off
- Private healthcare
- Pension scheme and life assurance
- Eye tests, flu jabs and wellbeing support
- Corporate gym membership discounts
- Opportunities to get involved in charity initiatives, sports teams and social events
- Genuine career development within a transparent progression framework
How to Apply
If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:
Olivia Reed - Senior Consultant
Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761
The firm is an equal opportunities employer and welcomes applications from all backgrounds. Adjustments to the recruitment process can be made to support individual needs.
At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We champion and celebrate diversity in the workplace.
Trust Tax Specialist - Yeovil - Private Client in Taunton employer: Chadwick Nott
Chadwick Nott is an exceptional employer that prioritises both professional growth and a supportive work culture. As a Private Client Partner in Dorset, you will enjoy the autonomy to manage your own caseload while receiving mentorship opportunities to develop junior lawyers, all within a diverse and inclusive environment that values high-quality client service.
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We think you need these skills to ace Trust Tax Specialist - Yeovil - Private Client in Taunton
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