Private Client

2 months ago

Wellington, United Kingdom TSR Legal Recruitment Full time

TSR Legal have an exciting opportunity for a new Trusts Advisor position to join our client’s reputable Chambers-ranked Private Client Team in Wellington. The role will support the growth of this busy team, as well as providing support with an existing caseloadof trust matters. Taking on new instructions and referrals of trust enquiries within the Firm, you will, file annual SA900 Tax Returns for trusts, estates, individuals and charities prepare and submit Inheritance Tax Accounts, prepare annual Trust Accountsand advise trustee clients on taxation issues including Inheritance Tax, capital gains tax and income tax. The role will also provide support to our busy probate team with advising on and completing estate tax returns.

**Role responsibilities**

Primary responsibilities will include:

- Liaising with trustee clients, beneficiaries, relevant parties and external organisations
- Dealing with the administration of trusts
- Preparing Tax Returns and associated forms via Digital Tax software including Digita
- Preparing annual Trust Accounts
- Handling taxation matters upon the creation and termination of trusts as well as during their ongoing administration
- Assisting probate colleagues with the completion and submission of estate tax returns
- Preparing Capital Gains Tax Returns within the 60-day time-period
- Maintaining contact with trustees at all times and reviewing dormant matters

We are keen to appoint someone who is enthusiastic and pro-active with strong interpersonal skills. You will be IT literate, numerate, possess good organisational skills, and have an eye for detail.

**Benefits**

Accredited with Investors in People Gold, the Firm’s focus is on developing all the staff and providing a supportive and collaborative working environment where there are genuine career progression opportunities.

**Benefits**:

- Competitive salary
- Performance-related reward
- Generous holiday entitlement that is enhanced with length of service
- Birthday as holiday
- Ability to purchase an additional three days holiday annually
- Professional development support
- Pension and life assurance
- Private Healthcare with a cash-back element for dental and optical care
- Discounted gym membership
- Social activities

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