At a Glance
- Tasks: Support the administration of UK trusts and ensure compliance with regulations.
- Company: Reputable regional law firm with a supportive and people-focused culture.
- Benefits: Competitive salary, healthcare benefits, work-life balance, and career development opportunities.
- Other info: Enjoy a 35-hour work week and participate in annual colleague events.
- Why this job: Join a strong Private Client team and enhance your technical knowledge in trusts and estates.
- Qualifications: Experience in private client, trusts, tax, or legal services; strong attention to detail.
The predicted salary is between 45000 - 55000 £ per year.
Trusts & Estates Executive
TSR Legal is working with a well-established and highly regarded regional law firm to recruit a Trusts & Estates Executive to join its Private Client team.
This is an excellent opportunity for someone with a background in private client, trusts, tax, accountancy or legal services who has a good understanding of UK trusts and is looking to develop their technical knowledge within a supportive and well-established team.
The Role
You will support the administration and compliance management of UK trusts, ensuring statutory obligations, HMRC reporting requirements and regulatory responsibilities are met accurately and within required deadlines.
Key responsibilities will include
- Supporting the administration of trusts and maintaining accurate records.
- Monitoring trust compliance requirements and key deadlines.
- Assisting with HMRC forms, reporting and tax-related processes.
- Maintaining trust records and ensuring information is kept up to date.
- Supporting trustees and senior colleagues with trust administration.
- Ensuring compliance with relevant regulatory and professional requirements.
- Building strong relationships with clients, trustees and internal and external stakeholders.
- Following GDPR, regulatory and firm-wide procedures.
- Providing a high standard of client care and service.
About You
We are looking for someone with
- Previous experience within Private Client, Trusts, Tax, Accountancy or Legal Services.
- A basic understanding of UK trusts and HMRC trust processes.
- Strong attention to detail and excellent organisational skills.
- The ability to manage deadlines and maintain accurate records.
- Excellent communication and relationship-building skills.
- A commitment to delivering outstanding client service.
- An interest in developing their technical knowledge within trusts and estates.
Why Join?
You’ll be joining a supportive, people-focused firm with a strong reputation and an established Private Client team.
The firm places real emphasis on career development, wellbeing and work-life balance, with a 35-hour working week and a range of benefits, including:
- Competitive salary
- Healthcare benefit scheme
- Employee Assistance and wellbeing support
- Discounted legal fees for you and your family
- Death in service benefit
- Company pension
- Annual colleague events
- Opportunities for professional and career development
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Trusts & Estates Executive employer: TSR Legal
TSR Legal is an exceptional employer, offering a vibrant work culture that fosters innovation and collaboration within the Media and Entertainment sector. With a commitment to employee growth, you will have access to professional development opportunities while working alongside high-profile clients in a dynamic environment located in the heart of Birmingham/London. Join us to be part of a rapidly growing firm that values your expertise and passion for shaping the future of media and entertainment law.
