Private Client (Trusts) Solicitor

Errington Legal; Norwich; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Life Assurance

Bonus scheme

Generous holiday policy

Hybrid working

Pension Scheme

Permanent Health Insurance

Health cash plan

Employee Benefits portal

Job summary

A leading regional law firm in the UK is seeking a Trusts Solicitor to manage a portfolio of trusts. The role involves legal drafting, compliance with tax regulations, and strong interaction with clients and beneficiaries. Ideal candidates will have 5+ years of experience or equivalent as a Paralegal, familiarity with personal tax matters, and a commitment to cultivating client relationships. This position offers hybrid working and a range of benefits including life assurance and a bonus scheme.

Qualifications

• 5+ PQE or more junior with solid experience as a Paralegal in this field.
• Basic understanding of Personal Tax Returns.
• Experience dealing with HMRC on behalf of trustees.

Responsibilities

• Administer a portfolio of trusts including annual accounts.
• Prepare and submit tax returns and declarations.
• Host annual Trustees Meeting to review trust investments.

Skills

Portfolio administration

Legal drafting

Trust compliance knowledge

Tax return preparation

Relationship building

Education

STEP qualification (preferred)

Job description

Would you like to be a part of a highly regarded, specialist Trusts team in a leading regional law firm?

Trusts Solicitor – Suffolk with hybrid working

Client
A full-service regional law firm with a Legal 500 Tier 1 Private Client Team

Role

• Work collaboratively with the Private Client lawyers and the Legal Trust Corporation directors
• Administer a portfolio of trusts for longstanding clientsincluding annual accounts and tax returns
• Legal drafting of documents in relation to:
  • retirement and appointments of Trustees
  • advances to beneficiaries
  • winding up of trusts
• Preparation and submission of the annual declarations on the Trust Registration Service
• Preparation and submission of FATCA and CRS returns, where necessary
• Hosting the annual Trustees Meeting to review the trust investments with the IFA and Trustees
• Preparation of the inheritance tax forms and calculations for all Relevant Property Trusts
• Undertaking the day-to-day administration of the trusts to include talking to beneficiaries and handling their requests for financial support.

You

• Ideally 5+ PQE or more junior with solid experience as a Paralegal in this field
• A basic understanding of Personal Tax Returns
• Inheritance tax, capital gains tax and CGT 60-day knowledge
• Experience of preparing trust accounts and tax returns.
• Experience of dealing with professional intermediaries, trustees and beneficiaries
• Clear understanding of the compliance requirements for trusts
• Experience of liaising with HMRC as required, on behalf of trustees and beneficiaries
• Strong relationship building experience in order to build and maintain relationships with trustees and beneficiaries
• Willingness to attend business development activities on behalf of the team and the firm
• Ideally you will be STEP qualified, but this is not essential

Benefits Include:

• Life Assurance
• Bonus scheme
• Generous holiday policy
• Hybrid working
• Pension Scheme
• Permanent Health Insurance
• Health cash plan
• Employee Benefits portal

For further information and a confidential discussion please contact [e-mail]

We are an equal opportunities recruiter, committed to ensuring an inclusive and supportive recruitment process. We embrace and promote diversity as we understand the importance and value of this both for us and our clients.