Trust Practitioner
Location: Yeovil
Work Hours: 9:00 am - 5:15 pm, Monday-Friday (Flexibility available)
Salary banding: up to £45,000
With over 300 years of history, Battens is more than just a law firm – we are a forward-thinking organisation that values the dedication and talent of our people. Our success is built on a stimulating, inclusive, and collaborative workplace where every individual is empowered to thrive.
We are looking for an experienced Trust Practitioner to join our well-established Private Client Department at our Yeovil office. You will be part of a friendly team of professionals with varying levels of experience, from apprentices to experts with over 20 years in the field.
This is a fantastic opportunity for someone passionate about Trusts and Tax who wants to contribute to a highly respected team in a dynamic and supportive environment.
Key Responsibilities
* Prepare Trust Accounts and Trust Tax Returns
* Complete Self-Assessment Tax Returns for Estates and Individuals
* Manage Capital Gains Tax reporting
* Preparation of IHT returns
* Work closely with Trustees and colleagues to provide expert guidance
* Essential: ATT and/or TEP qualification
* Desirable: AAT (or equivalent)
* Strong IT skills, particularly Microsoft Excel
* Experience with Trusts, Estates, and Charities
* Ability to work proactively, independently, and with great attention to detail
* Excellent organisation, problem-solving skills and a positive, "can-do" attitude
* Experience with Digita tax software and Troika WealthWorks Accounting software (preferred)
* Life assurance from the first day of employment.
* A salary sacrifice scheme or a 4% group pension contribution by Battens.
* Income protection.
* Holiday entitlement, starting at 26 days per year and increasing to 30 days with length of service.
* Discounted legal services, including free conveyancing.
* Generous staff recruitment bonus scheme.
* Birthday holiday.
* Access to mental health services, including therapy sessions.
* Employee assistance programme.
* Critical illness cover.
Join Battens, where dedication and expertise are rewarded, and your contributions are valued. Apply now to be part of a team that fosters growth and well-being.