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For Companies At a Glance
- Tasks: Manage trusts and estates, liaising with clients and financial institutions.
- Company: Join Mills & Reeve, a top 50 UK law firm with a supportive culture.
- Benefits: Competitive salary, flexible working, and a range of employee benefits.
- Why this job: Develop your expertise in a respected team while making a real impact.
- Qualifications: Experience in trust work is a plus; enthusiasm for learning is key.
- Other info: Ranked as one of the Sunday Times Best Places to Work.
The predicted salary is between 28800 - 43200 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
- 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
Requirements:
- 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.
Benefits:
As you’d expect, we offer a competitive salary and a wide range of benefits.
Pre-employment screening:
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.
Our 1,250 plus people and over 750 lawyers share one vision – achieving more for clients. 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. To find out more about our diversity and inclusion work, visit our website.
Tax & Trust Executive in Manchester employer: Mills & Reeve
Contact Detail:
Mills & Reeve Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trust Executive in Manchester
✨Tip Number 1
Network like a pro! Reach out to professionals in the tax and trust field on LinkedIn or at local events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching common questions in the tax and trust sector. Practice your answers with a friend or in front of the mirror to boost your confidence before the big day.
✨Tip Number 3
Showcase your skills! Bring examples of your work or case studies to interviews. This will help you stand out and demonstrate your expertise in managing trusts and estates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Tax & Trust Executive in Manchester
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 in tax and trust management.
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, and consider including examples of how you've demonstrated this skill in the past.
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 transferable 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 to achieve a common goal.
