Trust Administrator

2 weeks ago


Chichester, United Kingdom Irwin Mitchell Full time

We’re a national law firm with a local reach. Our philosophy is ‘Expert Hand, Human Touch’ - something you’ll find in the way we work with our clients and how we support our teams. But, we’re more than just a law firm - we’re a team of people working together to help individuals and businesses navigate life’s ups and downs.

Whichever team you join, working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things, and make a real difference to our clients and communities.

The work we do has been recognised in the awards we’ve won. We’re committed to being even better, and our awards help to show we’re on the right track.

**Our Team**

Our Tax and Trust Compliance team deals with a wide range of work for its high net worth and global UK clients. As part of a dynamic law firm, we work closely with our lawyer colleagues, helping the firm’s clients with their tax compliance.

**Your Role and What You'll Be Doing**

If you enjoy being part of a successful, friendly and high-performing team, then this is the job for you. Working within a tax, trusts and compliance team, this role provides accounting and tax return support to senior fee earners to service a wide variety of clients on personal and/or corporate tax or trusts/estates. The role involves a mix of compliance and advisory services support to the senior fee earners and their clients.
- Drafting correspondence to clients and beneficiaries
- Dealing with phone calls to and from clients and beneficiaries
- Dealing with phone calls to HMRC and investment managers
- Attend client and internal meetings and take notes and actions.
- Generally, provide support and assist with achieving the objectives of the team including client billing.
- Deal with relevant administration duties including photocopying, scanning documents, amending documentation, archiving; filing; file maintenance and opening files.
- Process incoming post and ensuring outgoing post is dealt with efficiently.
- Assist with BD&C activities and arrange training where applicable.

**About You**
- Good computer skills. Ability to use word and excel, case management systems and tax software.
- Handling sensitive and confidential information properly
- Ability to work to tight deadlines, strong task and administration management.
- Ability to provide high quality work in a busy environment.

We’re proud of our values, and we’re looking for people who share them:

- To be pioneering with an imaginative outlook
- To be approachable and caring
- To be tenacious in the pursuit of our objectives
- To be efficient in the provision of our services
- To work with a foundation of integrity.

**Our Benefits - What We Can Offer You**
- 25 days annual leave, with the opportunity to buy additional leave
- Two fundraising days in a year to give back to the community (fully paid)
- Westfield Health membership, offering discounted leisure and travel and refunds on medical services

We also offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace as well as flexible working options to ensure that you are fully supported to work the way that best suits you. Our social responsibility programme is fundamental to who we are. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish. We have a range of groups to celebrate our people across sexuality, disability, age, gender and culture.

**Additional Information**

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.


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