Trust Practitioner

Battens Solicitors

  • United Kingdom
  • Permanent
  • Full-time
  • 3 days ago
Company DescriptionTrust PractitionerLocation: PoundburyWork Hours: 9:00 am - 5:15 pm, Monday-Friday (Flexibility available)Salary banding: up to £45,000With over 300 years of history, Battens is more than just a law firm - we are a forward-thinking organisation that values the dedication and talent of our people. Our success is built on a stimulating, inclusive, and collaborative workplace where every individual is empowered to thrive.PositionWe are looking for an experienced Trust Practitioner to join our well-established Private Client Department at our Yeovil office. You will be part of a friendly team of professionals with varying levels of experience, from apprentices to experts with over 20 years in the field.This is a fantastic opportunity for someone passionate about Trusts and Tax who wants to contribute to a highly respected team in a dynamic and supportive environment.Key Responsibilities
  • Prepare Trust Accounts and Trust Tax Returns
  • Complete Self-Assessment Tax Returns for Estates and Individuals
  • Manage Capital Gains Tax reporting
  • Preparation of IHT returns
  • Work closely with Trustees and colleagues to provide expert guidance
Requirements
  • Essential: ATT and/or TEP qualification
  • Desirable: AAT (or equivalent)
  • Strong IT skills, particularly Microsoft Excel
  • Experience with Trusts, Estates, and Charities
  • Ability to work proactively, independently, and with great attention to detail
  • Excellent organisation, problem-solving skills and a positive, "can-do" attitude
  • Experience with Digita tax software and Troika WealthWorks Accounting software (preferred)
Other information
  • Life assurance from the first day of employment.
  • A salary sacrifice scheme or a 4% group pension contribution by Battens.
  • Income protection.
  • Holiday entitlement, starting at 26 days per year and increasing to 30 days with length of service.
  • Discounted legal services, including free conveyancing.
  • Generous staff recruitment bonus scheme.
  • Birthday holiday.
  • Access to mental health services, including therapy sessions.
  • Employee assistance programme.
  • Critical illness cover.
Join Battens, where dedication and expertise are rewarded, and your contributions are valued. Apply now to be part of a team that fosters growth and well-being.

Battens Solicitors