Wills, Trusts and Probate

Wills, Trusts & Probate - Tax & Trusts Advisor

Summary of Role
The ideal candidate will have a minimum of 2 years’ experience in Tax & Trust
Administration, with an understanding of the fundamental principles of inheritance tax,
capital gains tax and income tax in relation to Discretionary, Life Interest, and Bare Trusts
(ATT, CTA, or TEP qualifications are beneficial but not mandatory).
Responsibilities
• To undertake trust administration and related tax filing
• To complete Personal and Trust Tax Returns
• SA900 Tax Returns preparation and submission for Estate Administration periods
• IHT100 preparation and submissions when necessary
• To draft basic Trust documents including Resolutions, Minutes and Deeds of
Appointment
• Navigating HMRC’s Trust Registration Service as needed
• Preparing and maintaining annual Trust Accounts
• General administration including liaising with Brokers, Accountants, Beneficiaries,
Trustees and Financial Advisers
• To provide ad hoc tax computations e.g. CGT, IHT, Income Tax.
The Person
• Ability to work independently and collaboratively as part of a team
• Enthusiasm, a strong team-player mentality, and a willingness to contribute actively
• Eagerness to develop and expand skills and knowledge, undertaking additional
training as required
• A balanced combination of technical proficiency and commercial awareness
• Keen attention to detail
• Strong organisational and interpersonal skills
• IT proficiency to effectively carry out responsibilities.
The Role
• To assist and support in delivering an excellent service to our clients. You will be working
within a busy yet supportive and engaged team

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