At a Glance
- Tasks: Lead a team managing high-net worth Trusts and develop our Trusts and Estates Tax services.
- Company: Top 50 award-winning UK Law firm with over 700 lawyers.
- Benefits: 30 days holiday, private healthcare, profit share, and flexible working options.
- Other info: Dynamic environment with opportunities for career growth and development.
- Why this job: Join a prestigious firm and make a real impact in Trusts and Estates Tax.
- Qualifications: Experienced in Trusts and Estates tax with strong leadership skills.
The predicted salary is between 50000 - 60000 £ per year.
A top 50, award-winning UK law firm with over 700 lawyers nationally wishes to recruit a Trust Executive who can provide effective leadership of a team of Trust and Executor Tax Executives, successfully manage key client relationships, and 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 four 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.
- Line management responsibilities including quarterly appraisals and team development.
- Day-to-day responsibility for financials of the Trusts and Estates Tax Team.
- Assistance with the 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 someone who:
- is an experienced Trusts and Estates tax advisor;
- is experienced in all forms of trust tax/trust administration and management;
- is familiar with the preparation of trust accounts;
- has strong organisational and leadership skills;
- enjoys collaborative working and takes initiative;
- has experience of developing and managing more junior colleagues;
- has experience with Trust Corporations;
- is keen to help develop our Trusts and Estates Tax offering.
Benefits include:
- 30 days holiday (FTE) plus Bank Holidays
- Long Service holiday award – 1 extra week every 10 years continuous service
- Private Healthcare with BUPA (offered after probation is passed)
- Scottish Widows Pension Scheme (5% employer / 5% employee)
- Staff Profit Share and Individual Performance Bonus Scheme
- Salary sacrifice (Pensions, Staff Profit Share)
- Life Assurance - 4 x salary / Permanent Health Insurance
- Paid CSR Day
- Enhanced Maternity/Paternity Leave
- Subsidised gym membership
- Electric car scheme
- Agile/Hybrid Working Policy
Trust Executive in Clerkenwell employer: Origin Legal
Join a top 50, award-winning UK law firm that values its employees and fosters a collaborative work culture. As a Trust Executive, you will benefit from generous holiday allowances, private healthcare, and a robust pension scheme, alongside opportunities for professional growth and development within a supportive team environment. With a focus on innovation and excellence, this firm is dedicated to enhancing your career while providing meaningful and rewarding work in the field of Trusts and Estates Tax.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Executive in Clerkenwell
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in trusts and estates. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the firm’s recent projects and values. Tailor your answers to show how your experience aligns with their goals, especially in managing high-net worth trusts.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Trust Executive role. We love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Trust Executive in Clerkenwell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trust Executive role. Highlight your experience in trust and estate tax, leadership skills, and any relevant qualifications. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of your past experiences that align with the responsibilities listed in the job description. Let your personality shine through!
Showcase Your Leadership Skills:Since this role involves managing a team, be sure to highlight your leadership experience. Talk about how you've developed junior colleagues or led initiatives in previous roles. We love a proactive approach!
Apply Through Our Website:Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
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 regulations. Familiarise yourself with the key responsibilities mentioned in the job description, like KPI reviews and financial management. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of how you've successfully led teams in the past. Think about specific situations where you’ve developed junior colleagues or driven initiatives. This will demonstrate your capability to lead the Trusts and Estates Tax Team effectively.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions. Ask about the firm's vision for the Trusts and Estates Tax offering or how they measure success within the team. This shows your interest in the role and helps you gauge if the firm is the right fit for you.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The firm values collaborative working, so showing your genuine enthusiasm for teamwork and initiative can set you apart from other candidates. Remember, they want to see the real you!
