JMW’s Private Wealth department are looking for a Trust Administrator with excellent administrative skills and aspiration to develop their career within a friendly, supportive team.
The successful candidate will work closely with partners and members of our growing team, including our Trust Manager. The team itself deals with a wide range of trust administration work together with tax and probate matters.
We encourage applications from applicants who have been exposed to the administration of trusts or estates and are looking to expand their knowledge and experience in the area.
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Liaising with clients and third-party investment managers or accountants
- Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required
- Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions
- Preparing for and attending trustees’ meetings and taking minutes of those meetings
- Dealing with payments and distributions from trusts, both capital and discretionary income distributions
- Preparing and reviewing trustees’ investment policy statements
- Keeping supervisors regularly updated with progress on assignments and assisting with billing
- Ensure all written and verbal communication is of the highest professional standard
- Any other tasks as may be required from time to time
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Experience of taxation and administration of trusts, including completion of trust tax returns
- Enthusiasm and dedication to pursuing a career in private client work, with a focus on trust and estate administration
- Willingness to share knowledge and experience with colleagues
- Excellent organisational skills and the ability to prioritise competing demands effectively
- A high degree of attention to detail
- Familiarity with CCH or a similar tax reporting software (although full training can be given where necessary)
- Good level of judgement and logical approach to problem solving
- High standard of oral and written communication skills
- Self-motivated and able to work under pressure
- The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
- Strong internal personal skills in dealing with clients, colleagues and senior management
- Excellent time management, organisational and multi-tasking skills
- Able to work on own initiative and to be highly disciplined
An award-winning, full-service law firm offering straight-talking advice that delivers positive outcomes with a commercial edge. We have a well-deserved reputation for excellence and entrepreneurship. We take care of our clients, and our people. What do we do? We do the right thing. Our firm, and the individuals working within it, are recognised by the prestigious legal directories Legal 500 and Chambers and Partners and we regularly win awards for our work. We have three offices: our head office in Manchester, a full-service office in London and one of our specialist family law teams based in Liverpool. We are proud of our northern heritage, and work closely with a wide variety of charities and fund-raising initiatives so as to give back to our local community.
