Trust/Tax Administrator

  • Location
    Maidstone, Kent
  • Category
    Legal - Other Legal
  • Contract Type
    Permanent
  • Salary
    £27,000.00/Year
  • OrganizationType
    Office

Office Angels are so delighted to be recruiting for a Trust/Tax Administrator based in Maidstone. Working for a well-established, friendly but hard-working solicitor. You will be joining their Private Client team who pride themselves for the commitment to excellence.



Job Title: Trust/Tax Administrator


Location: Maidstone


Salary: £27k


Hours: Monday-Friday 9am-5pm.



Benefits:




  • 26 days annual leave plus an additional day at Christmas



  • Free on-site parking

  • Pension

  • Private Medical Insurance

  • Life Insurance

  • Discretionary bonus scheme

  • Staff discounts

  • Regular work social events


The role:


The Trust/Tax Administrator will report to the Head of the Trust sub-team. This role requires an excellent level of administration and attention to detail to provide support on a wide range of trusts reporting to both internal and external trustees as appropriate.



As the Trust/Tax Administrator your key responsibilities would be:



  • Dealing with the registration of trusts with HMRC

  • Advising trustees on their duties and responsibilities as trustees and to the beneficiaries

  • Liaising and meeting with trustees and third party advisers as necessary

  • Ensuring that the trusts comply with both internal and external compliance procedures

  • Working closely with the Tax Manager over the completion of the annual accounts and tax returns and obtaining information from trustees as required

  • Drafting deeds and other documentation required as part of the administration of the trusts

  • Completion of IHT forms covering exit charges and ten year anniversaries

  • Setting and managing client expectations on fees and timescales and communication methods

  • Adopting an holistic approach to client work to encourage repeat business and ongoing client relationships

  • Reporting to clients on the progression of their case; keeping clients informed and updated throughout

  • Meeting individual and contribute to meeting departmental financial and performance targets (including monitoring individual financial performance)

  • Raising invoices and communicate with clients to achieve the timely payment of invoices

  • Accurately recording time and ensure time recording targets are achieved

  • Attending relevant business development events (internal and external) in order to establish and raise the profile of the business

  • Developing and maintaining internal and external contacts



We'd love to speak to candidates with the following skills:



  • Professional qualifications (STEP Foundation; STEP; ILEX; Solicitor) or significant relevant professional experience

  • Excellent IT skills (including Microsoft Office: Word; Outlook; Excel)

  • Excellent client focus

  • Proactive attitude, taking responsibility for own workload

  • Communication skills - good written and verbal skills and ability to deal with staff and clients at all levels

  • Excellent organisational and time management skills

  • Highly developed interpersonal skills, used to working as a team player


Next steps:


If this sounds like an ideal position for you and you have the experience outlined above, then please apply today.



Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do, please call us on 01622 769696 ASAP or within 24 hours to discuss the position in further detail with Sherrie (Permanent Consultant).


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Sherrie Price