Trust & Tax Administrator

3 months ago

Southampton, United Kingdom Blake Morgan Full time

Location- Southampton- Discipline:
- Business Support- Salary:
- £Competitive- Contact name:
- Rob Brown- Job ref:
- 004162We are seeking an experienced **trust and tax administrator **to work alongside a **trust manager** and **tax technicians** in a busy private client team. This position can be based in our Southampton office.

Typical Workload

We seek a **trust and tax administrator**, with a good working knowledge of trusts (their purpose and ongoing management) and a basic understanding of the relevant tax regime(s) to work in our busy private client team.

The core working hours are Mon - Fri 9am - 5pm. We have a hybrid approach to working, which we are happy to explore with you, but recommend c. 3 days in a week in the office.

The main responsibilities for the **trust and tax administrator** will include working with (or in the absence of) the **trust manager** and independently to:

- manage a variety of UK trusts on a day-to-day basis
- organise and attend trustee meetings if required, drafting agendas and minutes of trustee meetings where appropriate
- assist with preparation of deeds of retirement and appointment for trustees, trustee resolutions and various other subsidiary documents
- deal with all routine compliance, including entering trust on the HMRC trust register, arranging and updating FATCA registrations, LEI registrations and CRS
- deal with day to day management of trust properties, including routine maintenance and arranging property insurance, in the absence of the Legal Support Assistant
- liaise with trustee, beneficiaries and their families, as required
- deal with investment managers, accountants and banks, where funds are held in external trust bank and savings accounts
- administer funds held on Blake Morgan's client account, managing receipts and arranging the payment of trust tax liabilities, distributions to beneficiaries and other trust expenses
- draft distribution and cashflow statements

Additionally, the **trust and tax administrator** will use their basic knowledge of trust accounts and tax to work with the team's **tax technicians **and **trust assistant **to:

- draft simple trust accounts
- assist with the preparation of self-assessment trust tax returns and tax computations
- raise queries with HMRC, as required
- provide book-keeping support, where capacity requires it

**Skills / Experience Required**
- Minimum of 1 years' experience of working in a private client team dealing with trust administration, or in a finance team
- Good IT skills, ideally experience of working with tax and accounts software packages
- Committed to rigour around treating all clients fairly
- Team player
- Focused on attributing dedication, determination and loyalty to colleagues, clients and communities
- Able to demonstrate continuous development and diversity in thinking
- Keen eye for detail
- Understands and complies with Information Security responsibilities commensurate with this role including Data Protection and the duty of confidentiality

The Blake Morgan Private Client Business Group includes lawyers from a variety of disciplines providing specialist advice to individuals and their families. The **Tax and Trust team** comprises specialist trust lawyers, tax advisers and administrators, who advise individuals and their families on all aspects of tax and trust law as part of a wider wealth protection strategy. This includes UK and offshore tax and trust advice, trust reporting obligations and assistance with the creation, management and termination of trusts. The **Probate team** has specialist lawyers who provide advice to personal representatives and have a wealth of experience negotiating with HMRC to ensure the right amount of tax is paid and any tax-saving opportunities are identified in respect of a deceased person's estate.

Blake Morgan is one of the UK's leading full service law firms, with offices in London, Wales, Thames Valley and the South Coast region. We provide our clients with practical and straightforward legal advice whatever their regional, national and international requirements. Our clients are commercial businesses, not-for-profit organisations, government agencies and private individuals.

Our business groups are:
Banking and Finance

Business Support Services

Commercial and Charities

Commercial Litigation

Commercial Recoveries and Travel

Construction

Corporate

Employment, Pensions, Benefits & Immigration

Private Client

Property Services

Regulatory

Our office locations and details of how to reach them are found here.

**How to Apply**

Your personal data will be processed in line with our applicant privacy policy which explains how we treat your data.

**Please note that we are currently only accepting CVs from direct applicants.**

**Our Culture and Environment**

We pride ourselves on our Personality, which is weaved into everything we do for our colleagues, clients and communities alike. We have created an environment underpinned by our

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