Trust Tax Specialist Private Client

Trust Tax Specialist - Yeovil - Private Client

Location:

Yeovil (Hybrid Working)
Type of Role:
Permanent, Full-time
Salary: £45,000 to £75,000 (DOE)

A well established regional law firm is seeking a Trust Tax Specialist to join its respected Private Client department in Yeovil. This is a fantastic opportunity to take on varied, interesting work within a supportive, collaborative team that values expertise, initiative and exceptional client service.

You will play a key role in supporting the firm's growing trust and estate administration offering, managing a diverse and busy caseload.

Responsibilities include:

• Administering trusts and distributing assets to beneficiaries in line with trust terms
• Preparing tax returns for individuals, trustees and executors
• Producing tax deduction certificates and annual trust accounts
• Managing trust related tax liabilities and ensuring tax efficient outcomes
• Handling trust registration compliance and online filing for the probate team
• Supporting the wider Private Client team and contributing to new client relationships

This role is suited to a professional with:

• Experience in trust and estate taxation and the preparation of trust accounts
• Strong understanding of trust administration and associated tax obligations
• Ability to manage your own caseload with limited supervision
• An accountancy background or broader private client experience (highly beneficial)
• Excellent interpersonal skills and a collaborative, team focused approach
• Strong organisational skills, accuracy and the ability to meet deadlines
• A proactive, ambitious mindset and the ability to see the bigger picture

The firm offers:

• Competitive salary and benefits package
• Hybrid and flexible working arrangements
• 25 days' holiday plus bank holidays and your birthday off
• Private healthcare
• Pension scheme and life assurance
• Eye tests, flu jabs and wellbeing support
• Corporate gym membership discounts
• Opportunities to get involved in charity initiatives, sports teams and social events
• Genuine career development within a transparent progression framework

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:

Olivia Reed - Senior Consultant
Email:
Phone:  /

The firm is an equal opportunities employer and welcomes applications from all backgrounds. Adjustments to the recruitment process can be made to support individual needs.

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace.

Where a level of experience is indicated, please note that this is only a guideline.