Senior Trusts Expert

About the Role

A highly regarded Legal 500 rated law firm in central Bury St Edmunds is seeking a Senior Trusts Expert to join their dynamic Will, Probate, Tax, and Trusts team. This is an exciting opportunity to work on high-quality matters while contributing to a respected practice known for its private client work.

Key Responsibilities

• To gather data and complete inheritance tax accounts (relating to death estates, relevant property and other trusts)
• To maintain and prepare trust accounts
• To administer trusts including liaising with relevant third parties
• To administer death estates
• To complete trust and estate self assessment tax returns
• To register trusts & estates with HMRC’s Trusts Registration Service
• To prepare FATCA and CRS returns
• To draft trust administration documents including resolutions, minutes
• To provide ad hoc tax computations e.g. CGT, IHT, Income Tax
• To provide support , oversight and mentoring to other team members 

Qualifications and Experience

• Qualified solicitor, CILEX or accountant (CTA or similar)
• At least 10 years PQE in trusts and related areas
• Strong understanding of trust taxation and compliance
• Proven experience in trust formation and administration In-depth knowledge of UK trust law and regulations

Benefits

• Flexible hybrid working model (50% office, 50% home-based)
• Competitive salary with opportunities for professional growth
• 25 days holiday plus Bank Holidays
• Personal pension scheme and group life assurance
• Support for further professional qualifications
• Employee assistance programme and in-house health & wellbeing sessions
• Car parking 

How to Apply

If you are an experienced trusts professional, Solicitor, CILEX, CTA, Accountant looking to advance your career with a leading law firm, we invite you to apply for this exciting opportunity.

Please contact Clara on clara@clararoseconsultancy.co.uk or 07971 493048. This role offers a unique chance to join a highly regarded firm while enjoying a supportive work environment that values flexibility and professional development. Don't miss out on this opportunity!