Paralegal (Trusts) Private Client Division

Whilst managing a caseload of clients and assisting with suitable fee earning work, you'll have opportunity to interact with and build relations with various clients as you help progress their matters. This will include handling new enquiries, providing initial information and adopting a friendly and business-like approach to deliver high quality client service., Working as part of a team, the role of the Trust Administrator has the day-to-day responsibility for administration of a number of different types of trusts with carrying assets as well as the preparation of the annual trust accounts and trust tax returns., 1. Preparation or checking of Trust Accounts, using CCH Trust Accounts

2. Administration of Trusts on a daily basis, including open and termination of Trust.

3. Completion and submission to HMRC of annual tax returns, using CCH Central.

4. Arranging all the tax payments

5. Dealing with reporting of trusts for CRS, FATCA.

6. Dealing with Trust Registration Service (TRS) and other compliance matters.

7. Completing 60-day CGT calculations.

8. Maintaining excellent and up to date records of all trust documents, information and transaction, as we are paper light.

9. Liaising with property managers and investment managers.

10.Preparing Investment Policy Statements

11.Calculation of tax and completion of IHT Forms for ten-year anniversary and exit charges.

12.Other tasks as may be reasonably required.

1. To assist with the implementation of good working practices, maintain a high standard of work and client service/care within your area of responsibility, in accordance with the firm's policies, procedures and guidelines and/or as directed by your line manager.

2. To use initiative on all matters.

3. To ensure confidentiality and security for all firm and client documentation and information.

4. To undertake any specific training course as and when required.

5. To effectively demonstrate the firm's values and behaviours at all times.

6. To maintain clear and precise communications with other members of staff and assist other secretaries when required.

7. To develop good working relationships with external institutions, organisations and other third parties.

8. To ensure that any equipment supplied for the purpose of your work is used correctly, maintained and any defects/faults are reported.

9. To ensure that Health & Safety principles and safe working practices are followed at all times. Employees have a legal duty that gives them responsibility, so far as is reasonably practicable, to ensure that they do not endanger themselves or anyone else by their acts or omissions.

10. To cooperate with the firm on Health & Safety matters and do not interfere with or misuse anything provided for health, safety and welfare purposes.

11. To keep areas of work clean and tidy.

12. All employees have a responsibility to carry out their work with due regard for the environment. The firm's Environmental Policy and procedures relevant to your area must be followed., The details outlined in this job description reflect the content of the post at the date the job description was prepared. It is inevitable that over time the nature of a defined job role will change, existing duties may be lost and other duties gained without changing the general character of the work or level of responsibility entailed. It is intended that this job description will be revised from time to time in discussion with the post holder.

In addition, you may be expected to perform other duties commensurate with this position or as required to assist the business needs. Any additional tasks will be kept within your abilities and skills range, and training will be provided if necessary. Such agreement should not be unreasonably withheld.

You will be very much a team player with strong interpersonal and organisational skills to manage multiple deadline-driven tasks. As well as having an eye for detail, you'll possess an ability to solve problems and achieve goals, through using your own initiative and a proactive 'can do' attitude. With a view to your continued growth as a fee earner, you'll be motivated and willing to learn. Competent IT skills are essential as is the ability to quickly learn in all aspects of the role, including the use of legal software and precedent packages.

Whilst not essential, previous experience of working in a legal or professional services environment and having undertaken fee earning work would be desirable., Skills, Knowledge, Experience and Attitudes

1. A proficient level of literacy and numeracy.

2. Good working knowledge of an accounting software package or accounts spreadsheet, using CCH Trust Accounts.

3. Good working knowledge for the preparation of Trust Tax returns, the calculation of tax etc. using CCH central.

4. Good working knowledge for the preparation of Estate Returns, the calculation of taxes, some may be on paper.

5. Good working knowledge for the preparation of client returns, the calculation of taxes, these will be from our court of protection department.

6. Good knowledge of Trusts and administration of different types of complex trusts (including those with sub-funds)

7. Having a good experience of dealing with trusts receiving rental income associated commercial property expenses.

8. Good knowledge of all income tax, capital gains tax and inheritance tax.

9. Experience of working within a team environment.

10. Committed to excellent client service.

11. IT literate with experience of the Microsoft Office suite of applications including Word, Excel and Outlook.

12. A high level of attention to detail.

13. Ability to interact effectively with members of staff and clients, both face to face and over the telephone, including an excellent telephone manner.

14. A demonstrable willingness and ability to learn in all aspects of the role, including the use of legal software and precedent packages.

15. Uses initiative, works creatively and solves problems.

16. Focused on achieving goals, adopting a proactive can do attitude.

17. Highly motivated, driven and enthusiastic.

18. An understanding of and adherence to General Data Protection Regulation (GDPR), and maintaining confidentiality and integrity at all times.

19.Display a professional approach at all times.

mfg is a successful, and growing, leading regional law firm with offices across Worcestershire, Shropshire and Birmingham. We're award winning, dynamic and forward-thinking with a modern outlook yet traditional backbone, tracing our roots back to 1556. Our well-established, secure client-base come to rely on us through a range of 'full service' disciplines spanning corporate/commercial to private client. With over 200 partners and staff, we're a good size to make a real difference. Click here to see more.

As part of our people engagement strategy, we welcome your ideas to improve ways of working.

We offer a rewarding career of quality work alongside a commitment to your development. Fundamentally at the core lie the firm's values, 'one team' ethos and supportive culture. It's a fantastic environment in which people grow.

You'll get a competitive salary, 25 days' holiday per year to start (including three days at Christmas) and of course Bank Holidays, healthcare provision, healthy work/life balance and other perks.

Committed to inclusion, we aim to employ a diverse section of the community.

Our CSR proposition also continues to develop. Last year, we celebrated raising £8,000 for several local charities.