Trust Tax Specialist - Yeovil - Private Client

Chadwick Nott; Yeovil; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Hybrid and flexible working arrangements

25 days' holiday plus bank holidays

Private healthcare

Pension scheme and life assurance

Corporate gym membership discounts

Career development opportunities

Job summary

A regional law firm in Yeovil is seeking a Trust Tax Specialist for its Private Client department. The role involves administering trusts, preparing tax returns, and managing tax liabilities. Ideal candidates will have experience in trust taxation and administration, be able to manage a caseload independently, and possess strong interpersonal skills. This full-time position offers a competitive salary and benefits package, along with hybrid working arrangements.

Qualifications

• Experience in trust and estate taxation and the preparation of trust accounts.
• Ability to manage your own caseload with limited supervision.
• A proactive, ambitious mindset and the ability to see the bigger picture.

Responsibilities

• Administer trusts and distribute assets to beneficiaries.
• Prepare tax returns for individuals, trustees, and executors.
• Manage trust related tax liabilities for efficient outcomes.
• Handle trust registration compliance and online filing.

Skills

Trust and estate taxation experience

Understanding of trust administration

Strong organisational skills

Excellent interpersonal skills

Ability to manage own caseload

Education

Accountancy background or private client experience

Job description

Trust Tax Specialist - Yeovil - Private Client

Location: Yeovil (Hybrid Working)
Type of Role: Permanent, Full-time
Salary: £45,000 to £75,000 (DOE)

A well established regional law firm is seeking a Trust Tax Specialist to join its respected Private Client department in Yeovil. This is a fantastic opportunity to take on varied, interesting work within a supportive, collaborative team that values expertise, initiative and exceptional client service.

The Role

You will play a key role in supporting the firm's growing trust and estate administration offering, managing a diverse and busy caseload. Responsibilities include:

• Administering trusts and distributing assets to beneficiaries in line with trust terms
• Preparing tax returns for individuals, trustees and executors
• Producing tax deduction certificates and annual trust accounts
• Managing trust related tax liabilities and ensuring tax efficient outcomes
• Handling trust registration compliance and online filing for the probate team
• Supporting the wider Private Client team and contributing to new client relationships

Candidate Requirements

This role is suited to a professional with:

• Experience in trust and estate taxation and the preparation of trust accounts
• Strong understanding of trust administration and associated tax obligations
• Ability to manage your own caseload with limited supervision
• An accountancy background or broader private client experience (highly beneficial)
• Excellent interpersonal skills and a collaborative, team focused approach
• Strong organisational skills, accuracy and the ability to meet deadlines
• A proactive, ambitious mindset and the ability to see the bigger picture

Benefits

The firm offers:

• Competitive salary and benefits package
• Hybrid and flexible working arrangements
• 25 days' holiday plus bank holidays and your birthday off
• Private healthcare
• Pension scheme and life assurance
• Eye tests, flu jabs and wellbeing support
• Corporate gym membership discounts
• Opportunities to get involved in charity initiatives, sports teams and social events
• Genuine career development within a transparent progression framework

How to Apply

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:

Olivia Reed - Senior Consultant
Email: [e-mail]
Phone: [phone]

The firm is an equal opportunities employer and welcomes applications from all backgrounds. Adjustments to the recruitment process can be made to support individual needs.

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.