Tax and Trust Adviser

JR United Kingdom; Slough; Hybrid; GBP 60,000 - 80,000; Part time

Job summary

Un cabinet juridique recherche un conseiller en fiscalité et en fiducie expérimenté pour rejoindre son équipe de gestion de fiducie. Le candidat idéal aura une connaissance approfondie des droits de succession et une expérience de 5 ans dans un rôle axé sur le client. Avec un équilibre travail/vie personnelle, le poste permet du travail à distance et offre des opportunités de développement professionnel.

Qualifications

• Minimum 5 ans d'expérience dans un rôle de client dans un département de fiducie.
• Capacité à travailler avec précision et à respecter les délais.
• Attitude proactive et motivée.

Responsibilities

• Conseiller les fiduciaires et les bénéficiaires sur les distributions de fiducie et la planification fiscale.
• Préparation des déclarations de droits de succession pour les fiducies.
• Mentorat du personnel junior et partage des connaissances techniques.

Skills

Communication

Gestion des clients

Compétences interpersonnelles

Gestion des matières

Education

Solicitor, Cilex, STEP, ATT, ou CTA

Job description

We have a new opportunity for an experienced Tax & Trust Adviser within our Trust Management and Advisory Team – part of our highly regarded Succession and Tax Practice Group. The role is suitable for someone with extensive knowledge and experience in Trust Management, potentially gained from working within a Finance organisation or Trust company. You will collaborate with our Trust Manager, Tax Technicians, and other team members to support our partners in advising various trustee clients, both professional and lay.

Our broad client base and geographic reach offer a great opportunity for a professional with expansive Tax and Trusts knowledge to develop and apply their expertise within a legal firm framework. Our Practice Group provides advice on estate planning, Wills, Court of Protection, Estate Administration, and Trust Management.

We adopt smart working practices, typically involving 2-3 days in the office and the rest remote. We consider part-time or reduced hours (minimum of 30 hours/week). The successful candidate may be based in Cardiff, London, Southampton, or Oxford.

Typical Workload

You will engage in trust advisory and supervision of administration work. Responsibilities may include:

• Advising trustees and beneficiaries on trust distributions, tax planning (IHT and CGT), planning for trusts nearing the end of their term, winding up trusts, and implementing planning with the team.
• Working with Charities advisory team on Charitable Trusts.
• Monitoring deadlines like ten-year charges and beneficial entitlements.
• Trust Accounting support.
• Preparing Inheritance Tax returns for trusts.
• Supporting Trust Manager and Trust paralegal with routine administration.
• Supporting Tax technicians on projects like TRS.
• Mentoring junior staff and sharing technical trust knowledge.

We offer an excellent platform for developing technical and business skills within a supportive team, fostering long-term client relationships and a good work/life balance.

Skills / Experience Required

• Professional qualification such as Solicitor, Cilex, STEP, ATT, or CTA.
• 5+ years of experience in a private client or trust department in a client-facing role.
• Ability to work accurately, prioritize, and meet deadlines.
• Excellent communication and interpersonal skills.
• Proactive attitude and challenge-driven approach.
• Confident and personable demeanor.
• Strong client and matter management skills.
• Self-motivated with responsibility for your own work.