Senior Trusts & Tax Assistant

JR United Kingdom; Portsmouth; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a leading regional law firm as a Senior Trusts & Tax Assistant in Portsmouth, supporting a team with high- and ultra-high net worth clients. The role involves managing trusts throughout their lifecycle and handling tax returns, emphasizing career longevity and staff wellbeing.

Qualifications

• Experience in trusts and taxes, ideally from the legal sector.
• Keen interest and relevant experience in this area.

Responsibilities

• Support the private client team with high- and ultra-high net worth individuals.
• Manage the full life cycle of trusts, including creation and annual management.
• Conduct annual tax returns and client meetings.

Skills

Experience in trusts

Experience in taxes

Interest in the legal sector

Job description

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Senior Trusts & Tax Assistant, Portsmouth, Hampshire

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Client:

Location:

Portsmouth, Hampshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Do you take pride in helping clients future-proof their lives? Join this leading regional law firm as their newest Senior Trusts & Tax Assistant in Portsmouth.

Working within an award-winning team of 8, your role as Senior Trusts & Tax Assistant will support their leading private client team, working with a loyal client base of high- and ultra-high net worth individuals from your office in Portsmouth.

You'll benefit from all the resources a full-service law firm can offer. As a firm that prides themselves on their attitude toward staff wellbeing, they hope to welcome an individual with a goal of real career longevity in mind.

This team works on the full life cycle of trusts, starting with their creation and dealing with their annual management. This includes annual tax returns and conducting various meetings with bodies such as the IFA, clients, trustees, and more.

For this Senior Trusts & Tax Assistant role, you will ideally:

• Have experience in trusts and taxes, ideally gained from the legal sector.

Does the above not resemble your experience? We recognize that job titles can be subjective, so if you have a keen interest in this area and relevant experience, we encourage you to get in touch.

This firm is committed to treating everyone with equal courtesy and respect, regardless of their minority status. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices.

Contact the Legal team—Hayley Rose or Chloë—at Harvey John for more information about this Senior Trusts & Tax Assistant role in Portsmouth.

Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only, and was set by the agency. We are committed to continued improvement in terms of their diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.