61 Banking & Financial Services in England lowest at $15000.0+

Indeed

Trust Advisor

**Taylor Emmet:** We are an Award-Winning firm of solicitors built on trust, expertise, and innovation. A law firm of innovators and forward thinkers, we're constantly developing new ways to provide our clients with first class service every single time. **Our Approach:** Taylor Emmet tailors their approach, cuts out the jargon and carefully guides their clients on their legal journey. Our tried and tested method works. So, that's why. * We listen carefully to what our clients want to achieve.  * We will work with you to deliver a no-nonsense solution.  * We are committed to pursue the delivery of great results. **Our Values:** We live by our values in every stage of our interactions, both with our colleagues and with our clients:  * Community  * Approachability * Excellence  * Integrity **The role:** As a Trust Advisor, you will be responsible for the efficient and compliant administration of trusts established by our clients.  * Manage a full existing case load. * To handle trust and tax advice work for private clients and to build and develop own case load.  * Deliver high standards of client care and a first-class customer experience.  * Work commercially which is reflected in your case management and outcomes.  * Work collaboratively as part of a team.  * Achieve and deliver key outcomes both for the client and the firm. You will have greater autonomy for your own caseload and will begin to further enhance your own leadership qualities for the benefit of your personal development, your clients and the firm. **Department Specific:** Compliance Work: Preparation of Annual Trust Accounts: * Compile comprehensive annual trust accounts in accordance with regulatory standards and firm guidelines.  Completion of Annual Trust and Estate Tax Returns: * Prepare and submit accurate annual trust and estate tax returns, including R185s and other ancillary reporting requirements. * Ensure timely payment of tax liabilities in adherence to HMRC deadlines.  De-registration of Trusts on HMRC Trust Register: * Manage the de-registration process for trusts on the HMRC Trust Register as needed. Maintenance of HMRC Trust Register: * Regularly update and maintain the HMRC Trust Register, ensuring compliance with all regulatory requirements. Inheritance Tax Returns (IHT100): * Prepare and submit Inheritance Tax Returns (IHT100) with precision and attention to detail. Capital Gain Tax Property (60 Day) Reports: * Handle the timely submission of Capital Gains Tax Property (60 Day) Reports in compliance with regulatory timelines. Internal Record Keeping: * Maintain meticulous internal records related to trust compliance activities. Trust Bank Account Management: * Facilitate the opening and ongoing maintenance of trust bank accounts. **Advice Work:** **Trustees Duties and Obligations:** * Provide legal advice on trustees' duties and obligations, offering guidance on the exercise of dispositive powers across various trust types. Trustees Investment Policy Statements: * Assist in the formulation and review of Trustees Investment Policy Statements to ensure alignment with legal and regulatory requirements. Trust Assets and Diversification: * Offer advice on the management of trust assets, including strategies for diversification. Income Tax, Capital Gains Tax, and Inheritance Tax: * Provide expert advice on the application of Income Tax, Capital Gains Tax, and Inheritance Tax to trusts and estates. Ancillary Trust Document Drafting: * Draft and review various ancillary trust documents, including deeds of appointments, retirements, and other necessary legal instruments. * Deliver high standards of client care and a first-class customer experience. * Work commercially which is reflected in your case management and outcomes. * Work collaboratively as part of a team. * Achieve and deliver key outcomes both for the client and the firm.

Sheffield, UK

Negotiable Salary