Greene & Greene Solicitors
SENIOR TRUSTS ADVISER
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Legal
THE ROLE
Department: Tax, Trusts, Wills & Probate
PQE: 10 years +
About You
Qualifications and Experience:
- Qualified solicitor or accountant (CTA or similar)
- At least 10 years PQE in trusts and related areas
- Strong understanding of trust taxation and compliance
- Proven experience in trust formation and administration
- In-depth knowledge of UK trust law and regulations
Knowledge And Skills
Key Responsibilities:
- Advising clients in relation to the establishment of trusts
- To gather data and complete inheritance tax accounts (relating to death estates, relevant property and other trusts)
- To maintain and prepare trust accounts
- To administer trusts including liaising with relevant third parties
- To administer death estates
- To complete trust and estate self assessment tax returns
- To register trusts & estates with HMRC’s Trusts Registration Service
- To prepare FATCA and CRS returns
- To draft trust administration documents including resolutions, minutes
- To provide ad hoc tax computations e.g. CGT, IHT, Income Tax
- To provide support, oversight and mentoring to other team members in the work outlined above
You Must Be Able To
- Manage own caseload
- Manage own financial housekeeping
- Conduct meetings with clients both face to face and remotely
- Keep up to date with law and practice
- Have excellent communication and team skills
THE FIRM
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Greene & Greene has been providing legal services from offices in Bury St Edmunds since 1893. The firm offers a broad range of legal advice to individuals and companies in respect of a large range of legal services both nationally and internationally.
We are consistently ranked highly for providing excellent client service in both Legal 500 and Chambers legal directories. We pride ourselves on being a firm that provides practical advice from expert legal professionals, working in partnership with our clients to become their legal provider of choice. Our aim is to ensure our clients get to where they want to be in the most straightforward manner.
THE DEPARTMENT
Our Private Client team has a wide range of skills and expertise. The team is made up of qualified Solicitors, Chartered Tax Advisors, Trust and Estate Practitioners and Tax Technicians. The team provides a full and comprehensive legal service and have a number of long-standing lawyers who have acted for many families for decades, across the generations. The Legal 500 describes the Private Client team as “first-class, always accessible, quick and efficient”.
Find out more about the team on our website.
EQUAL OPPORTUNITIES
Greene & Greene is committed to nurturing a diverse, equal and inclusive working environment. We recruit based on suitability for the role, experience, and qualifications (where applicable). We welcome applications from everyone regardless of gender, marital status, race, religion, colour, age, disability, socio-economic background, pregnancy, maternity status or sexual orientation.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Benefits
As well as offering very competitive salaries and providing a supportive working environment, we offer a comprehensive benefits package that includes:
- 25 days holiday plus Bank Holidays
- Hybrid working
- Personal pension scheme
- Group life assurance
- Support and funding for further professional qualifications
- Private medical insurance
- Employee assistance programme
- In-house health & wellbeing sessions
- Car parking
View our other Vacancies
Previous Vacancy | Next Vacancy | Explore Careers
Vacancies
Why Greene & Greene
Training Contracts & QWE
Work Experience
Recruitment Brochure
Careers Home
Work for Us
Apply Now
Section
First Name
Last Name
Message *
Attach Your CV
Maximum file size: 2.1MB
Required Fields. We will use the information provided to keep in touch with you regarding any enquiry made in relation to our services. Please tick the consent box if you are happy for us to use your information in this way. For more information, please view our Privacy Policy.
Consent *
I agree to the above.
reCAPTCHA
If you are human, leave this field blank.
Subscribe to our latest updates, reports and upcoming events.
Subscribe
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills