SENIOR TRUSTS ADVISER - #151770

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Senior Trusts Adviser

Legal

THE ROLE

Department: Tax, Trusts, Wills & Probate

PQE: 10 years +

About You

Qualifications and Experience:

• Qualified solicitor or accountant (CTA or similar)
• At least 10 years PQE in trusts and related areas
• Strong understanding of trust taxation and compliance
• Proven experience in trust formation and administration
• In-depth knowledge of UK trust law and regulations
  
  

Knowledge And Skills

Key Responsibilities:

• Advising clients in relation to the establishment of trusts
• To gather data and complete inheritance tax accounts (relating to death estates, relevant property and other trusts)
• To maintain and prepare trust accounts
• To administer trusts including liaising with relevant third parties
• To administer death estates
• To complete trust and estate self assessment tax returns
• To register trusts & estates with HMRC’s Trusts Registration Service
• To prepare FATCA and CRS returns
• To draft trust administration documents including resolutions, minutes
• To provide ad hoc tax computations e.g. CGT, IHT, Income Tax
• To provide support , oversight and mentoring to other team members in the work outlined above
  
  

You Must Be Able To

• Manage own caseload
• Manage own financial housekeeping
• Conduct meetings with clients both face to face and remotely
• Keep up to date with law and practice
• Have excellent communication and team skills
  
  

THE FIRM

Greene & Greene has been providing legal services from offices in Bury St Edmunds since 1893. The firm offers a broad range of legal advice to individuals and companies in respect of a large range of legal services both nationally and internationally.

We are consistently ranked highly for providing excellent client service in both Legal 500 and Chambers legal directories. We pride ourselves on being a firm that provides practical advice from expert legal professionals, working in partnership with our clients to become their legal provider of choice. Our aim is to ensure our clients get to where they want to be in the most straightforward manner.

THE DEPARTMENT

Our Private Client team has a wide range of skills and expertise. The team is made up of qualified Solicitors, Chartered Tax Advisors, Trust and Estate Practitioners and Tax Technicians. The team provides a full and comprehensive legal service and have a number of long-standing lawyers who have acted for many families for decades, across the generations. The Legal 500 describes the Private Client team as “first-class, always accessible, quick and efficient”.

Find out more about the team on our website.

EQUAL OPPORTUNITIES

Greene & Greene is committed to nurturing a diverse, equal and inclusive working environment. We recruit based on suitability for the role, experience, and qualifications (where applicable). We welcome applications from everyone regardless of gender, marital status, race, religion, colour, age, disability, socio-economic background, pregnancy, maternity status or sexual orientation.

Benefits

As well as offering very competitive salaries and providing a supportive working environment, we offer a comprehensive benefits package that includes:

• 25 days holiday plus Bank Holidays
• Hybrid working
• Personal pension scheme
• Group life assurance
• Support and funding for further professional qualifications
• Private medical insurance
• Employee assistance programme
• In-house health & wellbeing sessions
• Car parking
  
  

If you would like to discuss the role before applying, please contact our HR Manager, Veronica Heath.

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