Job Description
Trusts Tax Southampton Your new company My client, a leading law firm with offices across the UK, has a new opportunity in their Southampton office due to retirement. They boast a portfolio which has high quality work and complex cases with an open and collaborative working environment. The firm is often mentioned in the top legal firms within the UK. They are seeking a tax advisor to support the Private Wealth team by assisting with all matters associated with the administration of trusts. Your new role You will: Day-to-day administration of trusts, including but not limited to discretionary trusts and trusts in which a beneficiary or beneficiaries have an interest-in-possession. Advise trustees on their fiduciary and statutory duties, supporting them with decision-making, and assisting in the implementation of those decisions. Meetings with trustees are to be conducted in person as required. Draft all types of trust deeds, minutes of trustees’ meetings, and resolutions. Conduct annua...