Victus Search, Multi-jurisdictional Recruitment Partner for Financial Services 1200 627
London
United Kingdom
Job location

London

Job type

Hybrid

Salary

£45,000 - £60,000

Our Reference

Victus ID 149

William HurlockWilliam Hurlock
Associate Director of Victus | Multijurisdictional Recruitment Partner

+44 20 3376 5300

LinkedIn profile

A leading Private Client Law Firm is looking for an Assistant Trust and Estate Manager in an exciting new role to grow their Trust team. The team oversees the accountancy and tax compliance of their clients’ trusts and estates, ensuring they remain compliant in an ever-changing regulatory field. Clients include some of the largest and most complex estates and trusts in the private client market, and the Trust team provides an integral part of our wider private client offering, covering both onshore and offshore matters.

Key Responsibilities:

  • Manage and administer routine client trusts and estates, ensuring compliance with legal requirements and client instructions.
  • Prepare annual trust accounts, trust tax returns, IHT Accounts, and R185s.
  • Assist with HMRC Trust Register, CRS Reporting, and AEOI Returns.
  • Collate all financial information for trusts.
  • Attend trustee meetings and take minutes as necessary.
  • Prepare trustee resolutions and draft simple deeds such as changes of trustees.
  • Prepare estate accounts, estate administration period tax returns, and R185Es.
  • Prepare tax returns for deceased individuals for the period to the date of death.
  • Prepare UK residential property CGT returns for estate sales.
  • Liaise with internal and external clients to effect an efficient trust (and probate) service.
  • Liaise with HM Revenue and Customs as necessary.
  • Liaise with beneficiaries and other professional advisors.

Required Skills and Qualifications:

  • Good working knowledge of trust administration, with experience in annual accounts and tax return preparation, gained in a law firm or accountancy practice.
  • Experience dealing with tax reporting for estates.
  • Qualified or studying for STEP membership and/or a professional accountancy qualification.
  • IT skills, including good knowledge of Word, Excel, Trust Accounts, and CCH Central.
  • Excellent communication skills – able to interact and communicate effectively across all levels of seniority and on both an internal and external basis.
  • Ability to formulate and maintain good working relationships both internally and externally.
  • Able to work well under pressure and meet deadlines.
  • Excellent attention to detail.
  • Strong IT and organizational skills.
  • Able to manage and drive own workload with light-touch supervision.

The team consists of:

  • One Senior Trust Manager (Team Leader)
  • One Trust and Estate Manager
  • Four Assistant Trust and Estate Managers (including this new role)
Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

You may also be interested in...

Finding a precise match starts here

Whether you’re looking to fill a specialist role, or seeking the right position to deploy your unique skills and experience, the first step is to get in touch with one of our expert consultants.

Source expert talent Find specialist roles