Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and administer trusts, prepare accounting records, and liaise with clients and banks.
- Company: Join Mills & Reeve, a top 50 UK law firm known for its supportive culture.
- Benefits: Competitive salary, diverse benefits, and opportunities for career progression.
- Why this job: Develop your expertise in trust management while making a real impact for clients.
- Qualifications: Experience in trust work is a plus; enthusiasm for learning is essential.
- Other info: Flexible working arrangements and a commitment to diversity and inclusion.
The predicted salary is between 28800 - 48000 ÂŁ per year.
Join our award-winning Private Client team as a Tax & Trust Executive in Manchester or Birmingham – read on to discover more!
This is an excellent opportunity to join a dedicated specialist national team, working on a diverse portfolio of estates, including complex and high-value trusts and estate administration. It’s the perfect role for someone looking to develop their expertise and progress their career within a highly respected practice.
Our Private Client team handles a wide range of work, including will drafting, estate and complex tax planning, trust and estate administration, preparation of lasting powers of attorney, and charity advice. We act for wealthy families, business leaders, and landowners, providing expert guidance across diverse and often complex matters. The trust management team forms an integral part of this cross-office offering, led by partner Deborah Clark and supported by a professional support lawyer.
Responsibilities- Management and administration of trusts to include inputting data into the firm’s standard trust accounting tools and preparation of all related accounting records and HMRC returns
- Corresponding with banks, investment managers and others regarding funds and investments held on behalf of clients
- Corresponding with various parties regarding the administration of assets held within a trust, involving liaising between parties to obtain instructions and forwarding these on as appropriate
- Making payments to beneficiaries
- Running files under supervision
- Experience in trust work is advantageous, but applications from those seeking a new challenge and career progression are welcome.
- Knowledge of preparing basic accounts or familiarity with double-entry bookkeeping would be beneficial.
- STEP qualification or working towards it is desirable but not essential.
Please note: the internal Mills & Reeve job title for this role is 'Trust Administrator'. Therefore, if you are successful in this process and offered a job with Mills & Reeve, your job title will be 'Trust Administrator'. We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
BenefitsAs you’d expect, we offer a competitive salary and a wide range of benefits.
If we offer you a role, we will conduct comprehensive pre-employment screening. This screening will include, but is not limited to, a basic DBS, verification of your right to work, a three year employment history and a self-declaration to assess your character and suitability for the role. Full details of our pre-screening employment process are available upon request.
The firm Mills & Reeve is centred on achieving more for clients, their businesses and the wider communities we serve. Our clients and their industries benefit from our knowledge and learning, and receive consistent experiences with no surprises. We tell them what they need to know when they need to know it. We build personal relationships, with advice individually tailored to individual need. And if clients need things we don’t offer, we draw on our network to give recommendations.
By joining Mills & Reeve, you’ll have the chance to build your skills and experience within a firm that’s not only ranked in the top 50 UK law firms, but also one that truly values their people. Our mantra is “Achieve more. Together.”, which we feel embodies our purpose and is more than just a catchphrase! We’re also ranked in the Sunday Times Best Places to Work list, and were recently awarded Platinum Investors in People.
Everyone at Mills & Reeve brings a unique perspective and ideas to the team and we do everything we can to help each person to thrive. We’re committed to providing an inclusive and supportive working environment, are happy to consider flexible working arrangements, and want to achieve the right balance for both our people and the firm. We encourage everyone to ask if they feel they need any workplace adjustments, and will do our best to support with these.
Tax & Trust Executive in Birmingham employer: Mills & Reeve
Contact Detail:
Mills & Reeve Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trust Executive in Birmingham
✨Tip Number 1
Network like a pro! Reach out to professionals in the tax and trust field, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching common questions in the tax and trust sector. Practice your responses and think of examples from your experience that showcase your skills. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings at Mills & Reeve and tailor your approach to show why you’d be a great fit for our team.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Tax & Trust Executive in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Tax & Trust Executive role. Highlight any experience in trust work or related fields, even if it's just a small part of your previous jobs.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a great fit. Don’t forget to mention your interest in developing your expertise within our Private Client team.
Showcase Your Attention to Detail: In a role that involves managing trusts and preparing accounting records, attention to detail is key. Make sure your application is free from typos and errors, as this will reflect your ability to handle important documents accurately.
Apply Early!: We might close the vacancy early if we get enough applications, so don’t wait around! Head over to our website and submit your application as soon as you can to ensure you don’t miss out on this fantastic opportunity.
How to prepare for a job interview at Mills & Reeve
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and estate administration. Familiarise yourself with the key responsibilities mentioned in the job description, like managing trust accounts and liaising with banks. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Skills
If you have experience with double-entry bookkeeping or preparing basic accounts, be sure to highlight this during your interview. Even if you’re new to trust work, demonstrating your willingness to learn and develop these skills can set you apart from other candidates.
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics or the types of clients you’ll be working with. This not only shows your enthusiasm for the role but also helps you gauge if the firm’s culture aligns with your values.
✨Emphasise Teamwork
Since the role involves working closely with various parties, emphasise your ability to collaborate effectively. Share examples from your past experiences where you successfully worked as part of a team, especially in challenging situations.
