This position is no longer open for applications

Trust Tax Specialist – Yeovil – Private Client
Location: Yeovil (Hybrid Working)
Type of Role: Permanent, Full-time
Salary: £45,000 to £75,000 (DOE)

A well established regional law firm is seeking a Trust Tax Specialist to join its respected Private Client department in Yeovil. This is a fantastic opportunity to take on varied, interesting work within a supportive, collaborative team that values expertise, initiative and exceptional client service.

The Role
You will play a key role in supporting the firm’s growing trust and estate administration offering, managing a diverse and busy caseload. Responsibilities include:

• Administering trusts and distributing assets to beneficiaries in line with trust terms
• Preparing tax returns for individuals, trustees and executors
• Producing tax deduction certificates and annual trust accounts
• Managing trust related tax liabilities and ensuring tax efficient outcomes
• Handling trust registration compliance and online filing for the probate team
• Supporting the wider Private Client team and contributing to new client relationships

Candidate Requirements
This role is suited to a professional with:

• Experience in trust and estate taxation and the preparation of trust accounts
• Strong understanding of trust administration and associated tax obligations
• Ability to manage your own caseload with limited supervision
• An accountancy background or broader private client experience (highly beneficial)
• Excellent interpersonal skills and a collaborative, team focused approach
• Strong organisational skills, accuracy and the ability to meet deadlines
• A proactive, ambitious mindset and the ability to see the bigger picture

Benefits
The firm offers:

• Competitive salary and benefits package
• Hybrid and flexible working arrangements
• 25 days’ holiday plus bank holidays and your birthday off
• Private healthcare
• Pension scheme and life assurance
• Eye tests, flu jabs and wellbeing support
• Corporate gym membership discounts
• Opportunities to get involved in charity initiatives, sports teams and social events
• Genuine career development within a transparent progression framework

How to Apply

If this opportunity sounds of interest or you’d like a confidential conversation about your next career move, please contact:

Olivia Reed – Senior Consultant
Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761

The firm is an equal opportunities employer and welcomes applications from all backgrounds. Adjustments to the recruitment process can be made to support individual needs.