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.
n
n
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.
n
n
Key responsibilities include:-
n
- n
- 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.
n
n
n
n
n
n
n
n
n
n
n
n
n
Our ideal candidate will be someone who:-
n
- n
- 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;
n
n
n
n
n
n
n
n
n
n
Benefits
n
- n
- 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
n
n
n
n
n
n
n
n
n
n
n
n
…