Tax and Trusts Solicitor

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…

Read more

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.

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.

Job Summary

Location: Chichester
Contract Type: Permanent
Sector: Law
Division: Solicitor / Legal Executive
Date: 25th April 2022

Apply now

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Laura Smith

Laura Smith

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Phone: 023 92 321991

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Job Summary

Location: Chichester
Contract Type: Permanent
Sector: Law
Division: Solicitor / Legal Executive
25th April 2022

Apply now

Share this job: