Trusts Executive

Origin Legal Ltd; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading UK law firm seeks an experienced Trust Executive to manage their Trusts and Estates Tax Team. You will oversee key operations, provide tax compliance services, and mentor junior staff. The ideal candidate will have a strong background in trust tax, exceptional leadership abilities, and a commitment to developing the Trusts and Estates Tax service. This role offers competitive benefits including private healthcare, generous holiday allowances, and a hybrid working policy.

Benefits

30 days holiday plus Bank Holidays

Private Healthcare with BUPA

Scottish Widows Pension Scheme

Staff Profit Share and Performance Bonus

Agile / Hybrid Working Policy

Qualifications

• Experienced Trusts and Estates tax advisor with a solid understanding of tax compliance.
• Familiar with preparation of trust accounts and managing junior colleagues.
• Strong organisational and leadership skills are essential.

Responsibilities

• Manage the day-to-day operations of the Trusts and Estates Tax Team.
• Conduct KPI and SRA matter reviews.
• Provide trust administration and tax compliance for diverse client portfolios.

Skills

Trusts and Estates tax advisor

Trust administration and management

Organisational skills

Leadership skills

Collaborative working

Job description

Top 50, award winning, UK Law firm with over 700 lawyers nationally wishes to recruit a Trust Executive that is able to provide effective leadership of a team of Trust and Executor Tax Executives, and successfully manage key client relationships and to help develop the firms Trust and Executor Tax offering.

This person will be responsible for the day-to-day management, operational oversight and supervision of Trusts and Estates Tax Team (comprising four team members). This includes managing of a portfolio of high-net worth Trusts and driving the strategic development of our Trusts and Estates Tax business.

Key responsibilities include:

• Conducting KPI and SRA matter reviews.
• Line management responsibilities including quarterly appraisals and team development.
• Day to day responsibility for financials of Trusts and Estates Tax Team.
• Assistance with development of internal processes, policies and procedures.
• Leading of initiatives of Trusts and Estates Tax work internally and externally.
• Providing trust administration and tax compliance services for a diverse client portfolio of trusts and estates.
• Regular reporting to and collaboration with the Partner head regarding all of the above.
• Supporting the development and expansion of our Trust Corporation offering.
• Assisting with technical trust and tax advisory queries from the rest of the firm.
• Assisting with FATCA, TRS and CRS reporting for the firm’s clients.
• Maintaining high standards of technical accuracy and quality control within the team.

Our ideal candidate will be someone who:

• is an experienced Trusts and Estates tax advisor;
• is experienced in all forms of trust tax / trust administration and management;
• Is familiar with the preparation of trust accounts;
• has strong organisational and leadership skills;
• enjoys collaborative working and takes initiative;
• has had experience of developing and managing more junior colleagues;
• has had experience with Trust Corporations;
• is keen to help develop our Trusts and Estates Tax offering;

Benefits

• 30 days holiday (FTE) plus Bank Holidays
• Long Service holiday award – 1 extra week every 10 years continuous service
• Private Healthcare with BUPA (offered after probation is passed)
• Scottish Widows Pension Scheme (5% employer / 5% Employee)
• Staff Profit Share and Individual Performance Bonus Scheme
• Salary sacrifice (Pensions, Staff Profit Share)
• Life Assurance - 4 x salary / Permanent Health Insurance
• Paid CSR Day
• Enhanced Maternity / Paternity Leave
• Subsidised gym membership
• Electric car scheme
• Agile / Hybrid Working Policy