Tax and Trust Associate

Posted 20 July by Elliott James Recruitment
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Tax and Trust Associate
60-70k - Excellent benefits package

Great career opportunity to join a Legal 500 high calibre Private Client team based in Cheltenham. The successful candidate will have gained experience in a similar Trust, Tax and Succession role within a well regarded Law firm. Responsibilities:

Managing your own caseload, client relationships and engaging with all those that may be involved with any given matter, including trustees, beneficiaries and other advisers

Pro-actively managing your clients to ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate

Overseeing and contributing towards the timely preparation of trust accounts and tax returns

Calculating trustees' liabilities to IHT, CGT and Income Tax and making use of annual exemptions

Preparing for and attending trustees' meetings and taking minutes of those meetings

Dealing with distributions from trusts, both capital and discretionary income distributions

Activating investment reviews

Monitoring the performance of investment portfolios

Preparing and reviewing trustees' investment policy statements

Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate

If your skills and experience match this role, please forward your CV in a word format
Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy

Reference: 40620458

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