Compliance Specialist
3 days ago
We are seeking a seasoned Solicitor with at least five years of post-qualification experience to join our Trusts and Tax team to administer a portfolio of trusts for our longstanding clients.
You will work collaboratively with our Private Client lawyers and Ashtons Legal Trust Corporation directors.
The role involves administering a portfolio of trusts on behalf of new and longstanding clients, including annual accounts and tax returns.
You will be responsible for legal drafting of documents in relation to retirement and appointments of Trustees, advances to beneficiaries, and winding up of trusts.
In addition, you will prepare and submit annual declarations on the Trust Registration Service, preparation and submission of FATCA and CRS returns where necessary, hosting the annual Trustees Meeting to review trust investments with the IFA and Trustees, and preparation of inheritance tax forms and calculations for all Relevant Property Trusts.
The ideal candidate will have at least five years of post-qualification experience in administering trusts, a basic understanding of Personal Tax Returns, inheritance tax, capital gains tax, and CGT 60-day knowledge.
They will also possess strong relationship building experience to build and maintain relationships with trustees and beneficiaries, excellent verbal and written communication skills, and a willingness to attend business development activities on behalf of the team and the firm.
Salary: £60,000 - £80,000 per annum depending on experience.
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Compliance Risk Specialist
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Technical Compliance Specialist
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Tax Compliance Specialist
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Compliance Risk Officer
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Financial Services Compliance Manager
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Risk Compliance Specialist
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