Tax and Trusts Executive

£35000 - £45000 per annum
09 Feb 2021
24 Feb 2021
Jamie Chinnock
Job Title
Legal Executive
Contract Type
Full Time
Tax and Trusts Executive/FCILEx - Chichester, West Sussex

A long established law firm in Chichester, West Sussex are looking to recruit a Private Client Lawyer with experience in Tax and Trusts.

You'll be joining a busy private client department where you'll handle tax/trusts matters including trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.

You'll have plenty on client contact and undertake the following duties Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm's software (IRIS). All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.

In addition, you'll prepare trust accounts, monitor deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
Dealing with the day-to-day administration on clients, IHT returns for trusts and estates and undertake ad-hoc advisory work such as advising on trust distributors.

You must be a qualified Private Client Legal Executive with experience in handling trusts and tax matters gained in a similar environment. STEP, ATT or CTA qualifications would be advantageous. You will be IT literate, with experience of using case management and tax software (ideally IRIS).

On offer is a competitive salary which is negotiable depending on level of experience.

Apply now to be considered for this Private Client Executive career opportunity with a well established law firm in Chichester, West Sussex.