Tax & Trust Executive

Join our award-winning Private Client team as a Tax & Trust Executive in Manchester or Birmingham – read on to discover more!

This is an excellent opportunity to join a dedicated specialist national team, working on a diverse portfolio of estates, including complex and high-value trusts and estate administration. It's the perfect role for someone looking to develop their expertise and progress their career within a highly respected practice. Our Private Client team handles a wide range of work, including will drafting, estate and complex tax planning, trust and estate administration, preparation of lasting powers of attorney, and charity advice.

We act for wealthy families, business leaders, and landowners, providing expert guidance across diverse and often complex matters. The trust management team forms an integral part of this cross-office offering, led by partner Deborah Clark and supported by a professional support lawyer.

• Management and administration of trusts to include inputting data into the firm's standard trust accounting tools and preparation of all related accounting records and HMRC returns
• Corresponding with banks, investment managers and others regarding funds and investments held on behalf of clients
• Corresponding with various parties regarding the administration of assets held within a trust, involving liaising between parties to obtain instructions and forwarding these on as appropriate
• Making payments to beneficiaries
• Running files under supervision

• Experience in trust work is advantageous, but applications from those seeking a new challenge and career progression are welcome.
• Knowledge of preparing basic accounts or familiarity with double-entry bookkeeping would be beneficial.
• STEP qualification or working towards it is desirable but not essential.

Please note:

the internal Mills & Reeve job title for this role is 'Trust Administrator'. Therefore, if you are successful in this process and offered a job with Mills & Reeve, your job title will be 'Trust Administrator'.

We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

As you'd expect, we offer a competitive salary and a wide range of benefits.  to find out more about our core benefit offering.

If we offer you a role, we will conduct comprehensive pre-employment screening. This screening will include, but is not limited to, a basic DBS, verification of your right to work, a three year employment history and a self-declaration to assess your character and suitability for the role. Full details of our pre-screening employment process are available upon request.

Mills & Reeve is centred on achieving more for clients, their businesses and the wider communities we serve. Our clients and their industries benefit from our knowledge and learning, and receive consistent experiences with no surprises. We tell them what they need to know when they need to know it.

We build personal relationships, with advice individually tailored to individual need. And if clients need things we don't offer, we draw on our network to give recommendations. Our 1,250 plus people and over 750 lawyers share one vision – achieving more for clients.

By joining Mills & Reeve, you'll have the chance to build your skills and experience within a firm that's not only ranked in the top 50 UK law firms, but also one that truly values their people. Our mantra is “Achieve more. Together.”, which we feel embodies our purpose and is more than just a catchphrase! We're also ranked in the Sunday Times Best Places to Work list, and were recently awarded Platinum Investors in People.

and finally

Everyone at Mills & Reeve brings a unique perspective and ideas to the team and we do everything we can to help each person to thrive. We're committed to providing an inclusive and supportive working environment, are happy to consider flexible working arrangements, and want to achieve the right balance for both our people and the firm. We encourage everyone to ask if they feel they need any workplace adjustments, and will do our best to support with these.

To find out more about our diversity and inclusion work, visit our website.