Senior Private Client Solicitor – Trusts (Hybrid)

Errington Legal Recruitment Limited; Norwich; Hybrid; GBP 45,000 - 70,000; 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

Errington Legal Recruitment Limited is helping leading regional law firms recruit for a Trusts Solicitors team in the East of England. Roles include Associate to Senior Associate levels across multiple locations with hybrid working.

You will manage a portfolio of trusts, preparing tax returns, declarations and meetings with trustees and IFA. Candidates should have 1–5+ PQE, a working knowledge of Personal Tax Returns, and ideally STEP qualification.

Qualifications

• Experience administering trust accounts and tax returns.
• Familiar with Trust Registration Service and related filings.
• Experience liaising with trustees, beneficiaries and intermediaries.
• Strong understanding of inheritance tax and CGT basics.
• Compliance with trust regulations and HMRC interactions.

Responsibilities

• Administer a portfolio of trusts including annual accounts and tax returns.
• Draft documents for Trustees retirement/appointments and beneficiary advances.
• Prepare and submit TRS declarations; handle FATCA/CRS filings as needed.
• Host Trustees meetings and review trust investments with IFA.
• Prepare inheritance tax forms and CGT calculations for Relevant Property Trusts.
• Day-to-day trust administration and respond to beneficiary requests.

Skills

PQE

Tax Returns

Inheritance Tax

CGT knowledge

HMRC liaison

Trust administration

Education

STEP qualification (preferred)

Job description

Errington Legal Recruitment Limited is helping leading regional law firms recruit for a Trusts Solicitors team in the East of England. Roles include Associate to Senior Associate levels across multiple locations with hybrid working.

You will manage a portfolio of trusts, preparing tax returns, declarations and meetings with trustees and IFA. Candidates should have 1–5+ PQE, a working knowledge of Personal Tax Returns, and ideally STEP qualification.