Tax and Trusts Administrator in Kingskerswell - CV-Library

Sophia at Avocet Legal Careers is collaborating with a prominent South Devon practice to secure a Tax and Trusts Administrator for their highly regarded Private Client team in Torquay.
About the Client
Our client is a distinguished law firm with a recommended Private Client practice. Their Trusts & Tax team excels in providing sophisticated wealth preservation and succession planning solutions. The firm promotes continuous professional development, supporting their lawyers in achieving specialist qualifications including STEP, ATT, and CTA accreditations. Their commitment to excellence is matched by their dedication to creating a supportive and autonomous working environment.
Role Overview
As a Tax and Trusts Administrator, you will play a vital role within the Trusts & Tax team, managing complex trust arrangements and providing comprehensive administration services. This position offers more than traditional administrative responsibilities, providing the opportunity to develop deep technical expertise while maintaining direct client contact in a supportive environment.
Tax and Trusts Administrator Responsibilities:
* Establish and maintain trust accounts and associated records
* Oversee asset management within trust structures
* Process trust tax returns and annual accounts
* Manage income and capital distributions according to trust terms
* Provide guidance to trustees regarding their obligations
* Engage with beneficiaries about their entitlements
* Coordinate trust investment activities
* Handle comprehensive trust administration duties
* Maintain regular client communication across various channels
Tax and Trusts Administrator Requirements:
* Experience in legal services, accounting, or tax administration
* Trust management and administration knowledge desirable
* Understanding of private client matters advantageous
* Strong client service orientation
* Proven relationship-building capabilities
* Team-oriented with positive approach
* Excellent organisational and administrative skills
* Commitment to professional development
* Detail-oriented with strong analytical abilities
* Enthusiasm for trust and private client work
Benefits:
* Competitive salary package
* Discretionary bonus scheme
* 33 days holiday (including bank holidays) plus additional birthday leave day
* 3% employer pension contribution
* Private healthcare cash
* 4x salary life assurance
* Enhanced family leave policies
* Employee Assistance Programme
* Cycle to work scheme
* Comprehensive training support
* Flexible working options available
If you're an experienced professional seeking to specialise in trust administration within a supportive environment that values both expertise and work-life balance, we want to hear from you. This role offers the perfect opportunity to develop your career within a prestigious private client practice. Both full-time and part-time applications will be considered.
Get in touch with Sophia at Avocet Legal Careers today to explore this opportunity in confidence