Who we are:
CRA Consulting are a specialist legal and financial recruiter, operating across the UK. CRA works in partnership with reputable law firms with either local, regional, national or international presence. We recruit at all levels from board, director and partnership level through to support staff.
For additional information on how we can assist you with your next career move, visit the CRA Consulting Website at www.craconsultants.com.
About the business:
Our client is a leading regional law firm with an excellent presence in the local market. Their employees are at the heart of their culture which can be demonstrated with their low staff turnover and excellent employee benefits package.
They are now looking to bring on board a Trust Advisor to join the Private Client team.
If successful, you will perform the following role as a Trust Advisor
- Manage a full case load
- Handle trust and tax advice work for private clients, with a look to build and develop your own case load.
- Provide excellent client care and customer service.
- Work collaboratively as part of a team.
- Achieve and deliver key outcomes for the client and the firm.
Workload will be split into:
Compliance
- Preparation of Annual Trust Accounts
- Completion of Annual Trust and Estate Tax Returns
- De-registration of Trusts on HMRC Trust Register
- Maintenance of HMRC Trust Register
- Inheritance Tax Returns
Advice
- Provide legal advice on trustees duties and obligations
- Trustee Investment Policy Statements
- Provide expert advice on Income Tax, Capital Gains Tax and Inheritance Tax.
- Ancillary Trust Document Drafting
To apply, you will be required to meet the following criteria:
- 3 years minimum in a similar role, preparing trust accounts and tax returns
- High attention to detail
- Accountancy background in Tax and Trusts.
How to apply:
If this vacancy is of interest, please click the apply button. Alternatively, if you would like to discuss with Alastair Pickford email me on
Are you wanting to review additional career opportunities? Visit our jobs page at jobs
Additional Information:
CRA follow strict best practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
This vacancy is very popular with the local legal community, so please apply quickly to ensure your application is considered. As part of our candidate registration and care process we at CRA Legal aim to respond to all successful applications within 2 working days.
IND51
BH17421