We are looking for an experienced Trust Executive to join the Private Client/Succession & Tax team in our Bath office. This role offers a wonderful opportunity to join an inclusive and friendly team, working with Private Clients. It is anticipated that you will have demonstrable experience of running your own files and confident of being able to prioritise work, when required. You will also be able to work autonomously as well as part of a team. Day to day, you will have a varied caseload, including work such as:
1. Reporting to and liaising with Trust beneficiaries
2. Carrying out annual Trust reviews
3. Drafting some Trust documentation
4. Preparation of Trust Inheritance Tax, Capital Gains Tax and Income Tax returns
5. Day to day Trust administration including data entry of investment transactions
6. Reviewing and updating FATCA/GIIN status for Trusts
7. Understanding the different Trusts administered by Thrings and procedures required
At Thrings we’re extremely proud of the relationship we have with our clients and referrers and are seen as their trusted legal partner so it’s important to us we find someone with the right blend of skills to help maintain this and develop business/bringing on new clients. It’s vital that you’re able to always deliver exceptional client service, that you’re organised, able to work at pace and deliver to multiple deadlines.
By joining Thrings you are joining a supportive, inclusive firm. With a new world of working flexibly, you can expect that you will be able to work between home and the office. We also offer a great working environment, with hot desking available for when you’re in the office and plenty of social/networking events to get involved with!
In return for your hard work, you can expect to receive a variety of benefits for joining Thrings, these can be tailored around the requirements for you and your family including; Private Medical Insurance, Dental Insurance, Health checks and much more.
If this sounds like an exciting opportunity and you have the experience to join our team, then we look forward to hearing from you!