Trust Administrator

Reed Business Support Team in Guildford are seeking a Trust / Tax Administrator to support and grow with an expanding team.
This is a permanent full-time role for a leading Southeast law firm and would be suitable for a Fee Earning Paralegal or Qualified Solicitor or Fellow of the Chartered Institute of Legal Executives looking for the next step in their career.

Vacancy Details
• Full Time
• £Competitive
• Close to all public transport links
• Guildford

Duties include:
• Undertake fee earning work and provide a profitable contribution to the work of the department
• Successful development of the firm in line with the current Business Plan
• Manage trust and tax advice work for private clients and to build and develop own case load
• Participate in the participation in networking, seminar provision, etc.
• Maintain and improve client care
• Develop own specialist areas of work
• Providing legal and tax advice in relation to the administration of UK resident Trusts including:
o Compliance work (Preparation of annual Trust Accounts, Registration of Trusts on HMRC Trust Register, Completion of annual Trust and Estate Tax Returns, De-registration of Trusts on HMRC Trust Register, Maintenance of HMRC Trust Register, Inheritance Tax Returns, Capital Gain Tax Property Reports)
o Advice work (Trustees Duties and Obligations, Types of Trusts, Trustees Investment Policy Statements, Trust Assets, Income Tax as applicable to Trusts and Estates, Capital Gains Tax as applicable to Trusts and Estates, Inheritance Tax as applicable to Trusts)
• Assist fee earning targets by providing help regarding advice and assistance to clients of the firm
• Conduct of matters on behalf of clients
• Actively getting involved in activities of the firm
• Understand and undertake referral of work to relevant departments and recommendation of work for other departments
• Involved in practice development and marketing activities for the department, office and Firm with little need for supervision/guidance
• Financial control with particular regard to cash-flow control through collection of monies on account and billing procedures
• Travel to client meetings both in and outside the UK when required
• Promote good file management
• Ensure compliance with Lexcel and other regulatory procedures
• Maintain professional knowledge base including attainment of annual CPD points
• Assist in the absence of other fee earners
• Undertake other duties as from time to time required

The ideal candidate:
• Competent in law and practice
• Achieves targets in respect of chargeable hours, fees, recovery rate, lock-up and non-chargeable time as appropriate
• Undertakes referral of work to relevant departments
• Involved in activities of the firm outside of work within the department
• Involvement in practice development and marketing activities, with little need for guidance/supervision
• Clear understanding of, and alignment with the values of a Firm
• High level of courtesy and respect
• Good sense of commercial awareness

Qualifications Knowledge and Skills
• Well developed communication skills including an appreciation of the vulnerability of some of our clients, both generally and also specifically at distressing times
• Work effectively as part of a team
• Work effectively under pressure
• Computer literate
• Enthusiasm and commitment

Next move:
If this is something that it of interest and you have the right skills, qualifications and background, please do apply.