Job Description

Tax and Trusts Solicitor

2+ Years PQE

Chichester

Competitive salary depending on experience and qualifications

A fantastic opportunity has arisen for a Tax and Trusts Solicitor to join an independent full service legal practice that is established as a leading South of England law firm.

Successful applicants are expected to work closely with both the Head of Private Client and the Head of Investment, dealing with a client portfolio of high-net-worth individuals.

The role involves trust administration, drafting tax returns and assisting generally with the area of tax as it arises in connection with routine private client work.

Main Responsibilities:

• Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm's software (IRIS). All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
• Preparing Trust accounts.
• Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
• Dealing with the day-to-day administration on clients.
• Inheritance Tax returns for Trusts and Estates.
• Ad hoc advisory work, such as advising on Trust distributions.
• Assisting in the training and mentoring of junior members of staff.
• To carry out other tasks as and when required by the LLP.

Desired Skills:

• A suitable professional qualification – e.g. STEP, ATT, CTA (part qualified)
• Significant experience (2 years+) of working in a private client or trust department in a client facing role
• Ability to work accurately, prioritise work and adhere to critical deadlines
• Excellent interpersonal skills with the ability to communicate at all levels
• Proactive and able to raise challenge in the interests of achieving the best outcome for the client
• IT literate, with experience of using case management and tax software (ideally IRIS)

A competitive and incomparable package will be available to the right candidate.