Porter Dodson · 1 month ago
Trust Tax Specialist
Flexible
Full-time
Hybrid
Mid LevelPorter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset. They are seeking a Trust Tax Specialist to assist with the current busy workload, supporting and expanding the Firm’s client base while ensuring efficient working practices.
Legal
Responsibilities
Distributing Assets, administering the trust by distributing assets to beneficiaries according to the terms of the trust
Preparing tax returns for a range of individuals, trustees and executors, including tax returns, tax deduction certificates and annual trust accounts
Handling Tax Matters, managing tax liabilities associate with trusts, including filing tax returns and ensuring tax efficiency
Assist in the trust registration compliance and be responsible of the online filing of returns for the probate team
Qualification
Required
Experience in Trust and Estate taxation
Preparation of Trust Accounts
Ability to manage own caseload with limited supervision
Great trusts experience
Accountancy background
Ambitious, pro-active, and enthusiastic
Excellent interpersonal skills
Growth mindset with the ability to see the bigger picture
Benefits
Flexible Working
25 days holiday, plus Bank Holidays
Extra Day of Holiday for your Birthday
Private Healthcare
Pension Scheme(s)
Life Assurance
Eye Tests
Flu Jabs
Corporate Gym Membership Discounts
Legal Support
Opportunities to get involved with charity fundraising, sports teams and office socials
Company
Porter Dodson
Porter Dodson is a Top 200 UK law firm with offices across Somerset and Dorset.
Founded in 1997
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-07-29
Business Live
2024-11-24
Company data provided by crunchbase