Paralegal – Trusts, Tax

Role Overview

• Prepare and submit trust registrations, updates and closures
• Maintain and update internal TRS tracking systems and spreadsheets
• Monitor deadlines and ensure compliance with HMRC requirements
• Liaise with executors, trustees and clients to obtain required information
• Handle HMRC processes including:
• Submitting 64‑8 agent authorisations
• Liaising with HMRC by telephone and correspondence
• Following up on outstanding queries and responses
• Drafting penalty appeals
• Ensure accurate record‑keeping and filing of all HMRC communications
• Assist with preparation of basic tax returns (training provided), including:
• Rental income
• Basic trust accounts information
• Gather and organise information from client files
• Input and maintain data within systems such as Digita
• Progressively develop skills toward more complex tax return work over time
• Support efficient workflows across TRS and tax processes
• Assist in implementing and maintaining standardised processes and systems
• Work closely with senior team members to ensure accuracy and compliance
• Contribute to improving turnaround times and service delivery
• Liaising with internal / external clients and investment firms for outstanding information
• Direct supervision from Tax & Trust team leads (e.g. Verity Wears)
• Technical oversight and quality control from senior specialists within the team
• Structured training and development pathway aligned to role progression

Requirements

• Strong attention to detail and accuracy
• Excellent organisational and time‑management skills
• Ability to follow processes and work methodically
• Good communication skills, including confidence in speaking with clients and HMRC
• Proactive attitude and willingness to learn
• Microsoft Excel and general IT literacy essential

(Previous experience in legal, tax or administrative work is helpful but not essential — training will be provided.)****

• Reliable and committed with a strong work ethic
• Curious and eager to develop technical knowledge
• Comfortable working in a structured, process‑driven environment
• Able to manage multiple tasks and meet deadlines

Benefits

We embrace agile working and offer a blended approach to where and how we work.****Read more about MWB's fantastic benefits!

We appreciate that people have different needs and preferences, and we’re keen to be flexible, after all, we value what you do, not where you do it.

We have the following office hubs across the South East: Brighton, Chichester, Crawley, East Grinstead, Eastbourne, Lewes, Seaford, Storrington, Southampton & Tunbridge Wells.****We encourage people from all backgrounds to apply to join our team. We seek to engage a diverse workforce, focusing on inclusivity and fair treatment for all. ****We oppose all forms of discrimination and promote equality of opportunity in everything we do. ****We can make reasonable adjustments for applicants and employees with a disability so please let us know about any specific needs and requirements you have.