What does the role involve?
We are looking for a Senior Trust Manager to join our Norwich office to assist the management of trusts across our Private Client National Service Line, to oversee the consolidation of our trust administration business in one centre of excellence (Norwich), and to lead and manage that centre.
The work undertaken in the private client team involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, charity advice and administration on behalf of a range of private clients, trustees and charities. We act for wealthy families and individuals, business people and landowners.
You will advise a range of clients specialising in trust advice and administration, and including
- tax planning advice regarding all aspects of trusts
- inheritance tax calculations
- management and administration of complex trusts to include maintenance and preparation of all related accounting records and HMRC returns
- FATCA/CRS/Trust Register reporting
In addition, you will supervise a team of trust administrators and will work closely with others across the firm to oversee the transfer of business from our other offices to Norwich as part of a consolidation project.
Why should I apply?
If you are the kind of individual who enjoys providing clients with the complex advice they need to comply with their legal and tax obligations, building up strong relationships with those clients and with colleagues within the National Service Line and across the firm to provide a seamless service, then this is a fantastic opportunity for you to join a firm at the prime end of the market, and which is the only law firm to have been listed as one of the “Sunday Times 100 Best Companies to Work For” for the last 17 years. We were also named RollOnFriday Law Firm of the Year 2020.
What experience is required?
You will be an experienced Trust Manager with previous experience within a comparable role in a law or accountancy firm, and will have experience of supervising others.
What skills and attributes would I need?
- Good academics - educated to a minimum of B grade A- level (or equivalent)
- Good numeracy and IT skills together with a working knowledge of case management systems and Excel
- Solid previous experience of preparing sets of trust accounts
- Solid previous experience of preparing sets of accounts for probates and trusts
- STEP, CIOT or ATT qualification
- Excellent written, clear and concise English
- Excellent organisational skills and attention to detail
- Ability to work productively under pressure and meet deadlines
- Excellent interpersonal and team working skills
- Accounting qualification
- Knowledge of Isokon software package
Who will I be working with?
Reporting to a partner, you will be part of a dedicated trust administrative team which is part of our wider Private Client National Service Line. The team is supported by a professional support lawyer. You will also work closely with partners in our Birmingham and Manchester offices as part of the transfer of trust administration business from those offices to Norwich. You may need to travel to those offices from time to time.
Please note that, in the event that we make an offer of employment, we will conduct pre-employment screening that includes checks relating to your professional and academic qualifications, references from previous employers, your eligibility to work in the UK and any disciplinary history recorded with the Solicitors Regulation Authority (SRA). You will also be required to complete a self-declaration to access your character and suitability.
Disclosure and barring service check
This post is also subject to a satisfactory response from the Disclosure and Barring Service (DBS) to check for any previous criminal convictions.
What really sets Mills & Reeve apart from other law firms is the way we work with our clients. We understand that clients, in the 21st century, no longer want a traditional law firm - they want one that embraces forward thinking approaches to service, billing, commercial know-how, innovation, people management and community engagement.
Mills & Reeve is committed to providing an inclusive and supportive working environment. We are happy to consider flexible working arrangements and endeavour to achieve the right balance for both our people and the business. This attitude to flexible working ensures we continue to provide outstanding service to our clients, whilst allowing our people to develop their careers in the knowledge that personal priorities will remain just that.
Mills & Reeve is committed to promoting equality, diversity and to providing an inclusive and supportive environment. Please click the link below to find further information regarding our diversity policy.
Diversity and inclusion policy
If you would like any more information about Mills & Reeve, you can visit our website by clicking on the following link:
Mills & Reeve - website