Trusts Tax in Hampshire, Portsmouth

Trusts Tax in Hampshire, Portsmouth

Portsmouth +1 Full-Time 50000 - 55000 £ / year (est.) No home office possible
Hays

At a Glance

  • Tasks: Manage trusts and advise clients on their fiduciary duties in a collaborative environment.
  • Company: Top UK law firm known for high-quality work and complex cases.
  • Benefits: Competitive salary up to £55,000 plus additional benefits.
  • Other info: Opportunity for career growth in a supportive and dynamic team.
  • Why this job: Join a leading firm and make a real impact in private wealth management.
  • Qualifications: 3 years of experience with trusts; qualified or part-qualified candidates welcome.

The predicted salary is between 50000 - 55000 £ per year.

Your new company My client, a leading law firm with offices across the UK, has a new opportunity in their Southampton office due to retirement. They boast a portfolio which has high quality work and complex cases with an open and collaborative working environment. The firm is often mentioned in the top legal firms within the UK. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts.

Your new role You will:

  • Day-to-day administration of trusts, including but not limited to discretionary trusts and trusts in which a beneficiary or beneficiaries have an interest-in-possession.
  • Advise trustees on their fiduciary and statutory duties, supporting them with decision-making, and assisting in the implementation of those decisions.
  • Meetings with trustees are to be conducted 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.

What you'll need to succeed You may be qualified or part-qualified, with at least 3 years experience with trusts, with the ability to complete compliance and advise clients on UK trust matters.

What you'll get in return Salary is dependent on experience up to £55,000 plus a host of benefits.

What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call me now on 01256633150. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Locations

Portsmouth Hampshire

Trusts Tax in Hampshire, Portsmouth employer: Hays

Join a prestigious law firm in Southampton known for its high-quality work and complex cases, where you will thrive in an open and collaborative environment. With a strong focus on employee development and a commitment to excellence, this firm offers competitive salaries and a comprehensive benefits package, making it an ideal place for tax advisors looking to advance their careers while making a meaningful impact in the Private Wealth sector.
Hays

Contact Detail:

Hays Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trusts Tax in Hampshire, Portsmouth

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

✨Ace the Informational Interview

If you can, set up informational interviews with folks already working in trusts tax. This is a great way to learn more about the role and the firm while also making a good impression. Plus, it shows your genuine interest in the field!

✨Showcase Your Skills

When you get the chance to meet potential employers, make sure to highlight your experience with trust administration and compliance. Bring examples of your work or case studies to discuss. We want to see how you can add value to their team!

✨Apply Through Our Website

Don’t forget to apply through our website for the best chance at landing that job! It’s super easy, and we’re always on the lookout for talented individuals like you. Let’s get you into that dream role together!

We think you need these skills to ace Trusts Tax in Hampshire, Portsmouth

Trust Administration
Fiduciary Duties
Tax Compliance
Drafting Trust Deeds
Meeting Facilitation
Trust Account Management
Trust Registration Service (TRS) Filings
Income Tax Preparation
Capital Gains Tax Preparation
Inheritance Tax Preparation
Client Advisory
UK Trust Matters Knowledge
Attention to Detail
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Trusts Tax role. Highlight your experience with trusts and any relevant qualifications. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in trusts and how you can contribute to our Private Wealth team. Keep it concise but impactful!

Showcase Relevant Experience: When detailing your experience, focus on specific tasks you've handled that relate to trust administration. We love seeing examples of your work with discretionary trusts or tax returns!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Hays

✨Know Your Trusts Inside Out

Make sure you brush up on your knowledge of discretionary trusts and interest-in-possession trusts. Be ready to discuss specific cases you've worked on and how you've advised trustees on their duties. This will show that you're not just familiar with the theory but have practical experience too.

✨Prepare for Real-Life Scenarios

Think about common challenges trustees face and how you would advise them. Prepare examples from your past experience where you successfully navigated complex trust issues. This will demonstrate your problem-solving skills and ability to think on your feet.

✨Showcase Your Communication Skills

Since you'll be meeting with trustees in person, it's crucial to convey your ideas clearly and confidently. Practice explaining complex tax concepts in simple terms. This will help you connect with your audience and show that you can make complicated information accessible.

✨Familiarise Yourself with Compliance Requirements

Be well-versed in the Trust Registration Service (TRS) filings and tax return preparations. Bring up any recent changes in regulations during the interview to show that you're proactive and up-to-date with compliance matters. This will highlight your commitment to staying informed in the field.

Trusts Tax in Hampshire, Portsmouth
Hays
Location: Portsmouth

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