Trusts and Tax Professional

1 week ago


London, Greater London, United Kingdom Anthony Gold Solicitors Full time
Job Summary

We are seeking an experienced Trusts and Tax Professional to join our Private Client team at Anthony Gold Solicitors in London.

About the Role

This is an exciting opportunity for a skilled professional to contribute to our growing team handling a wide spectrum of work, including Will writing, Powers of Attorney, Probate, and estate administration. As a Trusts and Tax Specialist, you will be responsible for advising clients on trust structures and tax implications, preparing documentation, and dealing with ongoing administration and taxation of trusts.

You will have expertise in creating, varying, and terminating trusts, as well as preparing Inheritance Tax, Income Tax, and Capital Gains Tax Returns. Your ability to work independently and as part of a team, combined with excellent communication and organisational skills, will enable you to thrive in our dynamic environment.

Key Responsibilities
  • Advising clients on benefits of trust structures and tax implications
  • Preparing documentation for creation, variation, and termination of trusts
  • Dealing with ongoing administration and taxation of trusts
  • Preparing tax returns for trusts
  • Dealing with trustees and beneficiaries on a day-to-day basis
Requirements

To succeed in this role, you will need:

  • 2-3 years PQE or relevant experience in Trusts and Tax
  • Experience in dealing with creation and taxation of different types of trusts
  • Additional experience in personal tax beneficial but not essential
  • Familiarity with Probates and estate administration
  • Detailed knowledge and technical expertise in private client work
  • Able to work independently and as part of a team
  • Excellent communication and organisational skills
What We Offer
  • Competitive salary: £80,000 - £100,000 per annum
  • Private Medical Insurance
  • Life Insurance
  • Income Protection
  • Contributory Pension
  • Discretionary annual staff bonus
  • Discounted gym membership
  • Discount vouchers through one of our suppliers
  • Season Ticket Loan
  • Employee referral scheme
  • Maternity coaching
  • 25 days holiday plus additional 2 for Christmas and Bank Holidays which increases to 28 days after 2 years of employment

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