Private Client Executive

**Our Trusts & Tax Team**

Our Trusts & Tax team sits within the broader Private Client department and as part of its remit provides advice and support to clients with the creation and administration of trusts, ensuring a tax-efficient way to preserve their wealth and help them provide for future generations.

The Private Client department combines efficient legal support colleagues with trusted and experienced lawyers who together deliver outstanding client care across the full range of private client services.

As a member of our caring, friendly and experienced Private Client department, you will feel supported in what you do whilst enjoying the autonomy to use your initiative and self-manage your working day.

**The Role**

As a Private Client Executive (Trusts), you will be a fee earner with responsibility for the set-up, management and administration of trusts, overseeing the distribution of assets within those trusts according to the wishes of the individuals who created them. You will also complete trust tax returns on behalf of clients.

You will be responsible for:

- Setting up trust accounts and maintaining trust records, as well as dealing with the relevant administration of such trusts.
- Managing the assets held within a trust.
- Completing trust tax returns.
- Overseeing the distribution of income and capital within a trust according to the terms of the trust.
- Advising trustees on their duties and responsibilities.
- Liaising with beneficiaries regarding their entitlements.
- Preparing annual trust accounts and tax returns.
- Transferring and investing balances on behalf of the client/trust.

**Who You Are**

Your role within the Trusts & Tax team is key so previous experience of working within the legal services profession, particularly in a fee-earning role advising clients on the set-up, management and administration of trusts, would be a distinct advantage. A knowledge of trust tax affairs for private clients would also be beneficial, gained either from a legal or accountancy background.

You will:

- Have previous experience in private client work, particularly in relation to the set-up, management and administration of trusts.
- Ideally have a good understanding of the private client discipline in general.
- Be focused on and committed to delivering first-class client service.
- Have demonstrable experience of developing relationships with both new and existing clients.
- Be a team player with an enthusiastic, can-do attitude.
- Enjoy working in an environment that is highly focused but friendly and supportive.
- Have a desire to contribute to the future success of the Private Client department and the wider firm.

Your enthusiasm for the law should be evident in your engagement with this particular specialism. So, if you are looking for a new and challenging opportunity and want to progress your career within the law with a particular emphasis on trust work within a private client discipline, we would like to hear from you.

**The Reward**

It is extremely important that all our team members feel valued and their hard work and commitment is recognised so we offer a generous remuneration package which makes Kitsons an employer of choice.

If you work for us, you will enjoy a range of benefits which include:

- Competitive salary.
- Pension.
- 33 days’ holiday per annum, which includes bank holidays.
- An additional day’s leave on your birthday.
- Western Provident Association (WPA) - health care cash plan for all employees.
- Death in Service Benefit.
- Free staff legal services - wills and conveyancing.
- Cycle to Work Scheme.
- Employee Assistance Programme.
- Membership of Mindful Employer.
- A range of initiatives to support physical and mental health wellbeing.

**Salary**: £22,000.00-£24,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Cycle to work scheme
- Employee discount
- On-site parking
- Referral programme
- Sick pay
- Wellness programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Torquay, TQ2 7FA: reliably commute or plan to relocate before starting work (required)

**Experience**:

- legal support, secretarial or administrative: 2 years (required)