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Trusts and Estates Specialist
1 week ago
Ashdown Group is a renowned global law firm seeking an experienced Trusts and Estates Specialist to join their Trusts and Probate team in the Tax, Trusts and Succession group based in the UK.
The role offers a hybrid working arrangement, with 3 days spent in the office and 2 days working from home. The salary for this position is estimated at around £65,000 per annum, depending on experience. Benefits include 25 days of holiday, pension, private healthcare, and an annual bonus.
As a key member of the team, you will develop broad experience in trust/estate administration and tax advice while specializing in the type of work that the team's core client base requires. You will advise a range of UK clients on every aspect of tax planning, including managing client relationships and engaging with various stakeholders involved in any given matter.
The ideal candidate will have a good understanding of Trust Accounts and a STEP qualification is highly desirable. Previous experience in a similar role is essential, along with a strong grasp of taxation laws, including inheritance tax, capital gains tax, and income tax.
Key Responsibilities:
- Manage client relationships and caseload
- Advise on tax planning and succession planning issues
- Prepare trust accounts and tax returns, including inheritance tax returns
- Deal with HM Revenue and Customs as required