At a Glance
- Tasks: Advise clients on trusts, manage caseloads, and prepare tax returns.
- Company: Greene & Greene, a diverse and inclusive firm.
- Benefits: 25 days holiday, competitive salary, and professional development opportunities.
- Other info: Mentorship opportunities and a commitment to diversity.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Qualified solicitor or accountant with 10+ years PQE in trusts.
The predicted salary is between 60000 - 80000 £ per year.
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
SENIOR TRUSTS ADVISER employer: Greene & Greene Solicitors
Greene & Greene is an exceptional employer, offering a supportive and inclusive work culture that values diversity and fosters professional growth. As a Senior Trusts Adviser, you will benefit from a generous holiday allowance, opportunities for mentorship, and the chance to work with a highly skilled team in a dynamic environment, all while making a meaningful impact in the field of trusts and estates.
Contact Details:
Greene & Greene Solicitors Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land SENIOR TRUSTS ADVISER
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Greene & Greene Solicitors, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace SENIOR TRUSTS ADVISER
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Greene & Greene Solicitors's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Greene & Greene Solicitors. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Greene & Greene Solicitors!
How to prepare for a job interview at Greene & Greene Solicitors
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Greene & Greene Solicitors.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Greene & Greene Solicitors. It helps to show our commitment!
