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- Tasks: Lead a dynamic team managing high-net-worth Trusts and Estates Tax portfolios.
- Company: Top 50, award-winning UK law firm with a progressive culture.
- Benefits: Competitive salary, private healthcare, profit share, and enhanced parental leave.
- Why this job: Make a real impact in a supportive environment while developing your leadership skills.
- Qualifications: Experienced in trust tax, administration, and team management.
- Other info: Agile working policy and excellent career development opportunities.
The predicted salary is between 43200 - 72000 £ per year.
Top 50, award-winning, UK law firm with over 700 lawyers nationally is looking to recruit a Trust Executive who can provide effective leadership of a team of Trust and Executor Tax Executives and successfully manage key client relationships to help develop the firm’s Trust and Executor Tax offering. This person will be responsible for the day-to-day management, operational oversight, and supervision of the Trusts and Estates Tax Team (comprising fourteen team members). This includes managing a portfolio of high-net-worth Trusts and driving the strategic development of our Trusts and Estates Tax business.
Key responsibilities include:
- Conducting KPI and SRA matter reviews.
- Linemanagement responsibilities including quarterly appraisals and team development.
- Day-to-day responsibility for finances of Trusts and Estates Tax Team.
- Assistance with development of internal processes, policies and procedures.
- Leading initiatives of Trusts and Estates Tax work internally and externally.
- Providing trust administration and tax compliance services for a diverse client portfolio of trusts and estates.
- Regular reporting to and collaboration with the Partner head regarding all of the above.
- Supporting the development and expansion of our Trust Corporation offering.
- Assisting with technical trust and tax advisory queries from the rest of the firm.
- Assisting with FATCA, TRS and CRS reporting for the firm’s clients.
- Maintaining high standards of technical accuracy and quality control within the team.
Our ideal candidate will be:
- An experienced Trusts and Estates tax advisor.
- Experienced in all forms of trust tax/trust administration and management.
- Familiar with the preparation of trust accounts.
- Has strong organisational and leadership skills.
- Enjoys collaborative working and takes initiative.
- Has had experience of developing and managing more junior colleagues.
- Has had experience with Trust Corporations.
- Is keen to help develop our Trusts and Estates Tax offering.
Benefits include:
- Long Service holiday award – 1 extra week every 10 years continuous service.
- Private Healthcare with BUPA (offered after probation is passed).
- Staff Profit Share and Individual Performance Bonus Scheme.
- Salary sacrifice (Pensions, Staff Profit Share).
- Life Assurance – 4x salary/Permanent Health Insurance.
- Paid CSR Day.
- Enhanced Maternity/Paternity Leave.
- Subsidised gym membership.
- Electric car scheme.
- Agile/Hybrid Working Policy.
Our client is a modern and extremely progressive top tier, Legal 500 law firm that is supportive and takes great pride in developing the lawyers that join them. A boutique, long-established and very highly regarded Central London law firm wishes to expand the Private Client team.
Trust Executive – Greater London in City of London employer: Origin Legal
Contact Detail:
Origin Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Executive – Greater London in City of London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. Building relationships can open doors that applications alone can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in trust administration and tax compliance. Share specific examples of how you've successfully managed teams or improved processes. This will show them you’re not just another candidate, but someone who can truly add value.
✨Prepare for Interviews
Do your homework before any interview! Understand the firm’s Trusts and Estates Tax offerings and think about how your skills align with their needs. Prepare questions that show your interest in their strategic development and how you can contribute to it.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trust Executive – Greater London in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trust Executive role. Highlight your leadership abilities and any relevant tax advisory experience to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about Trusts and Estates Tax and how your background makes you the perfect candidate for our team.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s managing a high-net-worth portfolio or leading a team, we want to see how you’ve made an impact in your previous roles.
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 from our team!
How to prepare for a job interview at Origin Legal
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and estate tax laws. Familiarise yourself with the latest regulations and practices, especially those relevant to high-net-worth clients. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Leadership Skills
Since the role involves managing a team, be prepared to discuss your leadership style and experiences. Think of specific examples where you've successfully led a team or developed junior colleagues. Highlight how you foster collaboration and drive results within a team setting.
✨Prepare for Technical Questions
Expect to face technical questions related to trust administration and tax compliance. Brush up on common scenarios you might encounter in the role, such as FATCA, TRS, and CRS reporting. Being able to confidently answer these questions will set you apart from other candidates.
✨Align with Their Values
Research the firm’s culture and values, especially their focus on development and support. Be ready to discuss how your personal values align with theirs and how you can contribute to their Trusts and Estates Tax offering. This shows that you're not just looking for a job, but a place where you can grow and make an impact.
