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Tax & Trusts Executive

3 months ago

City Of Bristol, United Kingdom JMC Legal Recruitment Full time

Tax & Trusts Executive I Top 50 Firm l Bristol


The firm:


This Top 100 firm differentiates itself from the market through its industry-led strategy of delivering legal services. Their lawyers use their deep understanding of the sectors they work in to improve client outcomes in a real and tangible way.


Key practice areas of strength include real estate, social housing, construction, sport, renewable energy, agriculture and private wealth services.


The firm receives consistent praise for its culture within, recognised by staff for the flexibility on offer which allows people to find their own harmonious balance between home life and work life.


There’s continual dialogue from the top to bottom and vice versa through different channels like their social scene, staff surveys and training programs to make sure that new and improved processes can be implemented for people to benefit from.


The role:


Forming part of the firm’s wider wealth planning practice, this firm is looking to appoint a Tax & Trusts Executive to be based in their Bristol office.


This firm has a top-tier private client practice that caters to clients with diverse assets who require complex succession planning and wealth protection arrangements. A large percentage of the work comes from generational clients who use the firm for ‘cradle to grave’ legal services.


An exciting opportunity has arisen for a Trusts Executive who will be responsible for the following duties:

  • administering a portfolio of trust on behalf of trustee clients
  • ensuring that trust income tax returns as well as capital gains tax and inheritance tax filings are scheduled and completed over the course of a tax compliance season
  • preparing annual trust accounts for your portfolio of trusts
  • conducting general trust administration for the wider team and corresponding with trustees and other professional advisers
  • Prepare and submit FATCA, CRS returns, TRS filings and complex estate filings
  • Prepare trustee minutes and resolutions
  • Quarterly review of trust fund investments and reporting to trustees on the same


The ideal candidate:


  • A minimum of 2 years’ experience in personal tax (including tax compliance) and trust administration
  • An understanding of accounts practices and Inheritance Tax
  • STEP, ATT or ACCA or similar qualification is desirable