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Trust Administrator - Tax, Trusts & Succession

Employer
Michelmores
Location
Bristol (City Centre), Bristol
Salary
Competitive
Closing date
22 Feb 2024

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Vacancy Type
Finance, Tax
Contract Type
Permanent
Practice Area
Private Client, Trust litigation
Experience Level
Admin
Role Classification
Other Professional

Job Details

Are you keen to find an exciting new role where you will be part of a dynamic, forward-thinking, agile team? If so, come and join us on the journey.

Why Michelmores? Michelmores is the destination law firm for the ambitious, the imaginative and the distinctive. We help enterprises and individuals navigate change to find a positive future.

We are a flexible, friendly and inclusive organisation with as clear a focus on fresh thinking as we have on growth and success. We value and nurture our people’s potential and inspiration and give them a creative, open and collaborative environment in which to develop a career and succeed.

As a firm we strive to be more understanding, more flexible and less prescriptive about how we enable our people to succeed in their roles. We’re always thinking about how we can improve what we do, moving forward, together. From day one we encourage creativity and commercial thinking – it mirrors our approach to ensuring the very best outcomes for our clients too.

What sort of work? Right now, we have an exciting opportunity for a Trust Administrator to join our experienced Tax, Trusts and Succession team in our Bristol office.

In this role you will support the Trust Director and fee earners within the team to provide an effective trust administration service to clients. This will include:

  • Assisting (as assigned by the Trust Director and other fee earners) with the administration of trusts which the Firm looks after.
  • Liaising with accountants and co-ordinating the preparation of trust accounts and trust tax returns.
  • Updating the Trust Registration Service.
  • Liaising with HMRC, trustees, beneficiaries, investment managers and others as required.
  • Arranging payments of tax and other payments.
  • Assisting with preparations for annual trustee meetings.
  • Maintaining client records and records of trust management processes.
  • Coordinating and dealing with billing processes.
  • Assisting with credit control processes in relation to outstanding bills.
  • Assisting with archiving and ensuring records are properly kept up to date.

Why this team? Our Tax, Trusts and Succession team has a well-established practice and has consistently been awarded top accolades in recognition of the level at which the team operates.

The team works across all of our offices and advises on a full range of private client matters including the below:

  • Tax advice for individuals and their wealth
  • The orderly succession of wealth from one generation to the next
  • The creation and administration of trusts and other vehicles to hold and manage private wealth
  • The governance of family-owned businesses
  • Trust disputes
  • Will preparation

How do we work? We take a flexible, agile approach to working patterns. As a team we agree together on the best working arrangements that will enable each of us to provide exceptional client service, to collaborate and connect with colleagues, and to achieve the right home/work balance.

Who are we looking for? We are looking for somebody who will understand our values and thrive in our culture.

The role will be based in our Bristol office and the ideal candidate will have:

  • Previous experience in a busy administration role.
  • Excellent organisational skills, demonstrable examples of multi-tasking and an ability to juggle competing priorities and working to deadlines.
  • Understanding of excellent client service.
  • Competent with Microsoft Office (particularly Word and Excel) and using data management systems, familiarity with CCH software preferable.

Other skills required include:

  • Excellent interpersonal skills; effective communicator at all levels (written and verbal).
  • Ability to work accurately in a timely and cost-effective manner.
  • Willingness to keep up-to-date with relevant technical knowledge and related developments.
  • A commercial, pro-active 'can do' and professional approach to work.
  • Must interact well with others in a sensitive and effective way - a team player.

This is a great opportunity to join a Firm which believes potential, inspiration, and teamwork should be valued and nurtured.

We work hard to create and sustain an open and collaborative environment. We embrace change and constantly evolve to meet our people’s diverse needs, in the same way that we help our clients to navigate and stay ahead of developments, to move forward together.

Next Steps To apply please click here or if you would like to talk to someone about the role, please call Rebecca Pike in our Recruitment Team on 07719 523119.

Michelmores LLP is an Equal Opportunities Employer

We do not discriminate on grounds of race, gender, marital status, age, religion, colour, nationality, ethnic origin, disability or sexual orientation in the selection, recruitment and treatment of our staff.

View our Inclusion and Belonging pages for more information.

*No agencies please – any agency assistance will be via invitation only. Please note any speculative candidates submitted via agencies without invitation will not be considered as represented by that agent.

Company

Michelmores is the law firm for the ambitious, the imaginative and the distinctive. We always strive to be different, to behave differently, to be more open, more human. We do exceptional work, for forward-thinking clients.

At Michelmores, we’ve always believed that potential, inspiration, and teamwork should be valued and nurtured.

We work hard to create and sustain an open and collaborative environment. We embrace change and constantly evolve to meet our people’s diverse needs, in the same way that we help our clients to navigate and stay ahead of developments to move forward together.

We are a flexible, friendly and inclusive organisation with as clear a focus on fresh thinking as we have on growth and success.

Careers - Michelmores

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