Trust Administration – Private Client
Up to £45,000
Sheffield
Full Time, Permanent
Who we are:
CRA Consulting are a specialist legal recruiter, operating across the UK. CRA works in partnership with reputable law firms with either local, regional, national or international presence. We recruit at all levels from board, director and partnership level through to support staff.
For additional information on how we can assist you with your next career move, visit the CRA Consulting Website at www.craconsultants.com.
About the business:
Our client is a leading regional law firm with an excellent presence in the local market. Their employees are at the heart of their culture which can be demonstrated with their low staff turnover and excellent employee benefits package.
If successful, you will perform the following role as a Trust Administrator.
- Manage a full case load
- Handle trust and tax advice work for private clients, with a look to build and develop your own case load.
- Prive excellent client care and customer service.
- Work collaboratively as part of a team.
- Achieve and deliver key outcomes for the client and the firm.
Workload will be split into:
Compliance
- Preparation of Annual Trust Accounts
- Completion of Annual Trust and Estate Tax Returns
- De-registration of Trusts on HMRC Trust Register
- Maintenance of HMRC Trust Register
- Inheritance Tax Returns
Advice
- Provide legal advice on trustees duties and obligations
- Trustee Investment Policy Statements
- Provide expert advice on Income Tax, Capital Gains Tax and Inheritance Tax.
- Ancillary Trust Document Drafting
The organisation will offer you the following employment benefits package:
- 25 days holiday + bank holidays (Increasing in line with service)
- Holiday sell back scheme
- Bonus scheme
- Death in service scheme
- Pension scheme
- Parking discounts
- Enhanced sickness & maternity pay
- Westfield health scheme
To apply, you will be required to meet the following criteria:
- 2 years minimum in a similar role, preparing trust accounts and tax returns
- High attention to detail
- Background in Accounts and Finance
How to apply:
If this vacancy is of interest, please click the apply button. Alternatively, if you would like to discuss with Alastair Pickford who is managing this vacancy, call 0114 241 8030 for a confidential discussion or email me on [email protected]
Are you wanting to review additional career opportunities? Visit our jobs page at www.craconsultants.com/jobs
Additional Information:
CRA Legal follow strict best practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
This vacancy is very popular with the local legal community, so please apply quickly to ensure your application is considered. As part of our candidate registration and care process we at CRA Legal aim to respond to all successful applications within 2 working days.