Duties and Responsibilities
Deal with the day to day aspects of Trust, Estate, Power of Attorney and Guardianship administration;
Preparation of C1 and C5 forms and IHT400, IHT100 and associated HMRC forms;
Preparation of Trust, Estate, Power of Attorney and Guardianship accounts;
Maintain Trusts database- inputting principal Trusts information, asset types and key dates. Appraise the team of critical dates and take action as appropriate;
Deal with FATCA compliance and LEI registration;
Collate information for online trust registration service;
Interaction with clients;
Keep up to date with latest developments in law and practice
Basic income tax, capital gains tax and inheritance tax knowledge in relation to trusts and estates;
Good knowledge of Microsoft Excel and Word;
Supports the division’s main business development activities. Occasional travel among the firm’s three offices (Aberdeen / Glasgow / Edinburgh).
Attention to detail, good client facing skills and keen to embrace new technology.
The job holder is likely to have more than 5 years' experience and may hold one or more related accounting, para-legal and/or tax qualifications (ATT / SOLAS / STEP). Consideration will be given to candidates without these qualifications based on experience and demonstrable track record.
This job specification is written as an indication of the nature and scope of duties and responsibilities. It is not intended as a fully descriptive or definitive list and jobholders will be expected to carry out other duties assigned which are appropriate to the position. The duties as described may be altered as necessary by the firm.
If you have any questions please contact Michelle.Scott@burnesspaull.com
1 Union Wynd,
+44 (0)1224 621621
+44 (0)1224 627437 (Fax)
50 Lothian Road,
+44 (0)131 473 6000
+44 (0)131 473 6006 (Fax)
120 Bothwell Street,
+44 (0)141 248 4933
+44 (0)141 204 1601 (Fax)
© Burness Paull
Burness Paull LLP is a limited liability partnership of lawyers
registered in Scotland (SO300380) and is regulated by
The Law Society of Scotland.
Legal Business Awards 2014 National/Regional Firm of the Year
Legal 500 UK Awards 2013 ‘Scottish Firm of the Year'
‘Legal Advisor of the Year‘ 2013
UK 200 Listed Firm 2013