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Trust and Estate Professional

3 weeks ago

Hereford, Herefordshire, United Kingdom Austen Lloyd Legal Recruitment Full time

A competitive salary of £60,000 per annum is on offer to a skilled Trust and Estate Professional for this role in Hertfordshire.

The Private Client team at our client's well-established Legal 500 law firm seeks an experienced professional to manage a diverse range of trusts. This opportunity provides the chance to work with a reputable firm on a varied portfolio of trusts.

  • You will be responsible for administering trusts, including discretionary, life interest, and charitable trusts, ensuring compliance with legal and tax requirements.
  • Preparing trust accounts, tax returns, and compliance documentation will also be key aspects of this position.

About the Role:

This is a challenging and rewarding opportunity for a skilled individual to join the Private Client team as a Trust and Estate Professional.

  • Key responsibilities include administering trusts, preparing financial documents, and liaising with stakeholders.

Requirements:

  • A minimum of 4 years' experience in trust management is required.
  • Knowledge of trust and estate taxation is essential, along with excellent communication and organizational skills.
  • A proactive and collaborative approach is also necessary for success in this role.

What's on Offer:

  • A competitive salary of £60,000 per annum.
  • Career progression opportunities within a supportive environment.
  • Flexible working options are available.