Trust Administrator

We’re a national law firm with a local reach. Our philosophy is ‘we're legal and financial experts that care’ - something you’ll find in the way we work with our clients and how we support our teams. But we’re more than just a law firm - we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment.

We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.

**Our Team**

Our Tax and Trust Compliance team deals with a wide range of work for its high net worth and global UK clients. As part of a dynamic law firm, we work closely with our lawyer colleagues, helping the firm’s clients with their tax compliance.

**Your Role and What You'll Be Doing**

If you enjoy being part of a successful, friendly and high-performing team, then this is the job for you. Working within a tax, trusts and compliance team, this role provides accounting and tax return support to senior fee earners to service a wide variety of clients on personal and/or corporate tax or trusts/estates. The role involves a mix of compliance and advisory services support to the senior fee earners and their clients.
- Drafting correspondence to clients and beneficiaries
- Dealing with phone calls to and from clients and beneficiaries
- Dealing with phone calls to HMRC and investment managers
- Attend client and internal meetings and take notes and actions.
- Generally, provide support and assist with achieving the objectives of the team including client billing.
- Deal with relevant administration duties including photocopying, scanning documents, amending documentation, archiving; filing; file maintenance and opening files.
- Process incoming post and ensuring outgoing post is dealt with efficiently.
- Assist with BD&C activities and arrange training where applicable.

**What We're Looking For**
- Good computer skills. Ability to use word and excel, case management systems and tax software.
- Handling sensitive and confidential information properly
- Ability to work to tight deadlines, strong task and administration management.
- Ability to provide high quality work in a busy environment.

We’re proud of our values, and we’re looking for people who share them:

- To be pioneering with an imaginative outlook
- To be approachable and caring
- To be tenacious in the pursuit of our objectives
- To be efficient in the provision of our services
- To work with a foundation of integrity.

**Our Benefits - What We Can Offer You**
- 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
- Generous and flexible pension schemes.
- Volunteering days - Two days of volunteering every year for a cause of your choice (fully paid)
- Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

**Additional Information**

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.

We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.