Trust Administrator

Found in: Talent UK C2 - 1 week ago


Manchester, United Kingdom DWF Full time

About us

DWF is a global legal business providing high quality legal services across legal advice and managed services. We empower people to be themselves within an inclusive and supportive environment, enabling everyone to achieve their full potential in line with their abilities and career aspirations.

We are seeking a Trust Administrator to join our growing Private Capital team.

About the role

This role represents an exceptional opportunity to join our Private Capital team handling a broad range of high-quality work covering all aspects of non-contentious Private Client law, including wills and estate administration, wealth management, trust administration for high value clients. The role also encompasses working closely with our Contentious Trusts and Probate and Tax teams and advising major banks and insurance providers across the UK.

The Private Capital team is currently evolving and as such this role presents exceptional opportunities for career progression in an environment which promotes growth both personally and professionally.

About you

The Trust Administrator role at DWF's Tax and Private Capital department, based in Manchester, is a crucial position supporting the Private Capital Team in various aspects of trust administration. The primary responsibilities include the meticulous preparation of trust accounts, income tax returns, and the management of general trust administration tasks, fostering effective communication with trustees and beneficiaries.

This role also entails active engagement with HMRC, ensuring a comprehensive understanding of trust tax compliance procedures. Addressing periodic events within trusts, such as ten-year anniversary charges, exit charges, and the death of a life tenant, is a significant component. There is also potential involvement in preparing trust accounts, trust income and capital gains tax during the administration phase.

In addition to these duties, the Trust Administrator is responsible for managing Trust Registration Service (TRS) updates, registering new trusts, and providing crucial assistance to the Private Capital team in navigating trust compliance under FATCA, CRS, and TRS. Analytical skills for data manipulation, organizational proficiency, and the ability to build strong client relationships are key attributes sought in an ideal candidate.

This role will be a hybrid position with a minimum of 50% of time to be spent in the office and can be based in any of DWF's regional offices (Manchester or Liverpool).

What we offer

At DWF, we deeply appreciate the significance of offering a comprehensive rewards package that extends beyond a basic salary. Our commitment is to ensure that each member of our team feels truly valued. Upon joining our organisation, you will have the opportunity to select from a diverse array of benefits, allowing you to tailor a package that aligns with your individual needs and those of your family.

We aim to create a positive experience for all candidates and offer any adjustments or additional support, for more details follow this link: 

To formally express your interest and submit your application, kindly use the link provided below.



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