Trust/tax Administrator

2 days ago

Maidstone, United Kingdom Office Angels Full time

Office Angels are so delighted to be recruiting for a Trust/Tax Administrator based in Maidstone. Working for a well-established, friendly but hard-working solicitor. You will be joining their Private Client team who pride themselves for the commitment toexcellence.

**Job Title**:Trust/Tax Administrator

**Location**: Maidstone

**Salary**:£27k

**Hours**:Monday-Friday 9am-5pm.

**Benefits**:

- 26 days annual leave plus an additional day at Christmas
- Free on-site parking
- Pension
- Private Medical Insurance
- Life Insurance
- Discretionary bonus scheme
- Staff discounts
- Regular work social events

**The role**:
The Trust/Tax Administrator will report to the Head of the Trust sub-team. This role requires an excellent level of administration and attention to detail to provide support on a wide range of trusts reporting to both internal and external trustees as appropriate.

**As the Trust/Tax Administrator your key responsibilities would be**:

- Dealing with the registration of trusts with HMRC
- Advising trustees on their duties and responsibilities as trustees and to the beneficiaries
- Liaising and meeting with trustees and third party advisers as necessary
- Ensuring that the trusts comply with both internal and external compliance procedures
- Working closely with the Tax Manager over the completion of the annual accounts and tax returns and obtaining information from trustees as required
- Drafting deeds and other documentation required as part of the administration of the trusts
- Completion of IHT forms covering exit charges and ten year anniversaries
- Setting and managing client expectations on fees and timescales and communication methods
- Adopting an holistic approach to client work to encourage repeat business and ongoing client relationships
- Reporting to clients on the progression of their case; keeping clients informed and updated throughout
- Meeting individual and contribute to meeting departmental financial and performance targets (including monitoring individual financial performance)
- Raising invoices and communicate with clients to achieve the timely payment of invoices
- Accurately recording time and ensure time recording targets are achieved
- Attending relevant business development events (internal and external) in order to establish and raise the profile of the business
- Developing and maintaining internal and external contacts
- Professional qualifications (STEP Foundation; STEP; ILEX; Solicitor) or significant relevant professional experience
- Excellent IT skills (including Microsoft Office: Word; Outlook; Excel)
- Excellent client focus
- Proactive attitude, taking responsibility for own workload
- Communication skills - good written and verbal skills and ability to deal with staff and clients at all levels
- Excellent organisational and time management skills
- Highly developed interpersonal skills, used to working as a team player

**Next steps**:
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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