Junior Trust Manager / Administrator

The Tax Trust and Charities Department of Stevens & Bolton consists of

• 4 Partners
• 1 Managing Associate
• 3 Senior Associates
• 5 Associates
• 1 Associate Professional Support Lawyer
• 1 Assistant Solicitor
• 1 Legal Assistant
• 1 Accountant
• 1 Paralegal
• 1 Trainee
• 1 Tax Consultant

The Department is recognised as a leading private client team in the South East / London. Two of the Partners are recognised as leaders in their field. The Department’s clients include high net worth individuals and families, trustees and entrepreneurs based both in the UK and overseas.

A significant proportion of the fees generated within the department are derived from administration of trusts. The expansion of this area of the Department’s business and the long term strategy to develop this business has led to an opportunity for a new role for a junior trust manager/administrator.

The work will include assisting with the following:

• Investment policy statements
• Liaising with investment managers and other intermediaries
• Distributions to beneficiaries
• Annual trust accounts
• Annual Tax Returns for Trusts
• Inheritance Tax Forms
• Complying with FATCA, AEOI, CRS, TRS

The successful applicant is likely to have at least three years’ experience in either a legal or accountancy practice in some or all of the above areas of work with ambition to help develop this area of the Department’s practice. The applicant will be fully supported in their role by members of the Department who have experience and expertise in each of the above areas. All members of the Department are encouraged to become STEP members and support will be given to the applicant to qualify as a member of STEP (if not already a member). The applicant will be expected to have the personal skills to deal with clients and intermediaries.

Stevens & Bolton is one of the largest teams of lawyers in the South outside London. Independently recognised as one of the UK's leading national law firms we build deep relationships with our clients, whose satisfaction with our services is the true measure of our success.

Our single office approach ensures excellent communications and efficient co-ordination of our resources. We handle complex and strategic work for our clients, but appreciate the importance of value for money, commercial awareness and flexibility. International work is as important to us as our domestic practice and we regularly work with many carefully selected law firms around the world.

We want enjoyment to be a primary driver in the working day - and a key 'reason to be here' for our employees. It's a philosophy that comes from the top and cascades through the organisation. It is upheld through a combination of factors: delivering quality in everything we do; securing stimulating, challenging work that stretches and rewards; employing truly distinctive, diverse people who willingly engage, collaborate and support; committing to continuous development for everyone; and providing a sustaining environment in which people can learn and grow.