At a Glance
- Tasks: Manage trusts, advise trustees, and prepare tax returns in a collaborative environment.
- Company: Leading law firm with a strong reputation and supportive culture.
- Benefits: Competitive salary up to £55,000 and a range of attractive benefits.
- Other info: Opportunity for professional growth in a high-quality work setting.
- Why this job: Join a dynamic team and make a real difference in private wealth management.
- Qualifications: Qualified or part-qualified with 3+ years of trust experience.
The predicted salary is between 50000 - 55000 £ per year.
A leading law firm with offices across the UK has a new opportunity in their Southampton office due to retirement. The firm boasts a portfolio of high quality work and complex cases in a collaborative work environment. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts.
Responsibilities
- Day‑to‑day administration of trusts, including discretionary trusts and trusts where a beneficiary or beneficiaries have an interest‑in‑possession.
- Advise trustees on their fiduciary and statutory duties, support decision‑making, and assist in implementing those decisions.
- Conduct meetings with trustees in person as required.
- Draft all types of trust deeds, minutes of trustees’ meetings, and resolutions.
- Conduct annual trust reviews.
- Prepare and maintain trust accounts.
- Complete Trust Registration Service (TRS) filings.
- Prepare tax returns in respect of income, capital gains, and inheritance tax.
Qualifications
- Qualified or part‑qualified with at least 3 years of experience dealing with trusts.
- Ability to complete compliance requirements and advise clients on UK trust matters.
Compensation & Benefits
Salary is dependent on experience up to £55,000, plus a host of benefits.
Trusts Tax Advisor. Job in Southampton LilyLifestyle Jobs in Eastleigh employer: United Cerebral Palsy of Georgia
Join a leading law firm in Southampton that values collaboration and offers a supportive work culture, perfect for Trusts Tax Advisors looking to thrive in their careers. With a focus on high-quality work and complex cases, employees benefit from ongoing professional development opportunities and a competitive salary package, making it an excellent choice for those seeking meaningful and rewarding employment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Tax Advisor. Job in Southampton LilyLifestyle Jobs in Eastleigh
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. We all know that sometimes it’s not just what you know, but who you know that can land you that Trusts Tax Advisor role.
✨Tip Number 2
Prepare for those interviews! Research the firm and their work with trusts. We want you to be able to discuss how your experience aligns with their needs, especially in a collaborative environment like theirs.
✨Tip Number 3
Showcase your expertise! Bring examples of your past work with trusts to the table. We’re talking about specific cases where you’ve advised trustees or handled complex tax matters—make it memorable!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. We’re here to help you every step of the way, so don’t hesitate to reach out if you need any tips or guidance.
We think you need these skills to ace Trusts Tax Advisor. Job in Southampton LilyLifestyle Jobs in Eastleigh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trusts Tax Advisor role. Highlight your experience with trusts and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working in trusts tax and how you can contribute to our Private Wealth team. Keep it engaging and personal.
Showcase Your Experience:When detailing your experience, focus on specific examples that demonstrate your ability to handle trust administration and compliance. We love seeing real-life scenarios where you've made an impact!
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 us!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, especially discretionary trusts and those with interests-in-possession. Be ready to discuss specific cases you've worked on and how you've advised trustees on their duties.
✨Showcase Your Communication Skills
Since you'll be conducting meetings with trustees, it's crucial to demonstrate your ability to communicate complex tax matters clearly. Prepare examples of how you've successfully explained intricate concepts to clients or colleagues in the past.
✨Be Ready for Technical Questions
Expect questions about compliance requirements and tax returns related to income, capital gains, and inheritance tax. Brush up on the latest regulations and be prepared to discuss how you've handled these in your previous roles.
✨Highlight Your Collaborative Spirit
This role is all about working within a team. Share experiences where you've collaborated effectively with others, particularly in high-pressure situations or complex cases, to show that you're a great fit for their collaborative work environment.
