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Date Added: Sat 04/01/2025

Trust Advisor

Sheffield, UK
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Company: MARKS SATTIN

Job Type: Permanent, FullTime

Salary: £40,000 - £50,000 per annum

Trust Advisor / Sheffield - Hybrid / £40,000 - £50,000 with Benefits

Marks Sattin are delighted to be collaborating with a Law Firm who are looking to recruit a Trust Administrator based in Yorkshire. They are looking for a driven individual who will be able to manage trusts effectively as well as act on behalf of trustees.

The Role:Within this role you will be responsible for the administration of trusts established by clients.

Day to Day:

  • Handle trust and tax advice work for private clients and to build and develop own case load.
  • Deliver high standards of client care.
  • Preparation of Annual Trust Accounts
  • De-registration of Trusts on HMRC Trust Register
  • Provide completion & expert advice on Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates.
  • Provide legal advice on trustees'& offering guidance.

Key Skills & Qualifications:

  • Experience working with trusts and estate compliance
  • Experience working in a legal firm desirable
  • Experience working in a client facing role while providing

Benefits

  • 29 days Holiday + Bank Holidays
  • Annual Bonus
  • Great Pension Scheme
  • Private health care
  • Green Car Scheme

Apply by submitting a copy of your CV or by contacting Aleksandra Taranovskaja |

Apply Now