At a Glance
- Tasks: Manage diverse portfolios of individuals, trusts, and estates with expert support.
- Company: Well-established legal firm with a strong regional presence and collaborative culture.
- Benefits: Competitive salary, attractive benefits package, and genuine career progression opportunities.
- Other info: Flexible working across multiple offices in Lincolnshire and Yorkshire.
- Why this job: Enjoy autonomy and high-quality work while making a real impact in tax compliance.
- Qualifications: Minimum 5 years’ experience in tax compliance and strong technical knowledge of trust taxation.
The predicted salary is between 60000 - 60000 £ per year.
We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Tax & Trusts Administrator to join their respected Wills, Estates & Tax Planning team. This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.
Role
- You will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients.
- Managing tax compliance obligations for individuals, trusts, estates, and partnerships.
- Preparing Self-Assessment and Capital Gains Tax returns.
- Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges.
- Producing annual trust accounts and overseeing ongoing trust administration.
- Registering and maintaining trust and estate records on HMRC’s Trust Registration Service (TRS).
- Liaising with trustees, beneficiaries, investment managers, and other professional advisers.
This role offers responsibility and visibility within the wider private client team.
Candidate
- Minimum of 5 years’ experience in tax compliance.
- Strong technical knowledge of trust taxation and relevant legislation.
- The ability to manage their own caseload independently.
- Excellent organisational skills and attention to detail.
- Professional and confident communication skills.
- Applicants may come from accountancy practice, legal practice, or a specialist tax background.
Opportunity
You will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.
Tax & Trusts Administrator – Autonomy & Growth in Lincoln employer: Chase and Holland
Join a highly respected legal firm in Lincoln, where you will enjoy genuine autonomy and the opportunity to manage a diverse portfolio within a supportive and collaborative culture. With a competitive salary and an attractive benefits package, this role not only offers high-quality work but also significant opportunities for professional growth and long-term career development.
StudySmarter Expert Advice🤫
We think this is how you could land Tax & Trusts Administrator – Autonomy & Growth in Lincoln
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, recent achievements, and the specifics of the Tax & Trusts Administrator role. This will help you tailor your answers and show them you’re genuinely interested.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience in tax compliance and trust administration. The more you practice, the more confident you’ll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it shows you’re proactive and keen on joining our team!
We think you need these skills to ace Tax & Trusts Administrator – Autonomy & Growth in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your tax compliance experience and any relevant qualifications to show us you’re the right fit for the Tax & Trusts Administrator role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax and trusts, and how your background aligns with our needs. Don’t forget to mention your ability to manage a diverse caseload independently!
Showcase Your Technical Knowledge:We’re looking for someone with strong technical knowledge of trust taxation. In your application, be sure to include specific examples of your experience with tax compliance obligations and any relevant legislation you’ve worked with.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Chase and Holland
✨Know Your Stuff
Make sure you brush up on your technical knowledge of trust taxation and relevant legislation. Be prepared to discuss specific cases or scenarios where you've successfully managed tax compliance obligations, as this will show your expertise and confidence in the field.
✨Showcase Your Experience
With a minimum of 5 years’ experience required, it's crucial to highlight your past roles and responsibilities. Prepare examples that demonstrate your ability to manage a diverse portfolio independently, and how you've handled complex situations in tax compliance.
✨Communicate Clearly
Professional and confident communication skills are key for this role. Practice articulating your thoughts clearly and concisely, especially when discussing technical topics. Consider doing mock interviews with a friend to refine your delivery.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and the specifics of the role. This not only shows your interest but also helps you gauge if the firm aligns with your career aspirations and values.
