Private Client Paralegal or Chartered Legal Executive

Job Description

Private Client Paralegal or Chartered Legal Executive

(Tax and Trusts)

Guildford, Surrey

Full time, in the office

Competitive salary depending on experience and qualifications.

An exceptional Legal 500 legal practice with multiple offices in the Surrey and London area are seeking an ambitious and motivated fee earning Paralegal or Chartered Legal…

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Private Client Paralegal or Chartered Legal Executive

(Tax and Trusts)

Guildford, Surrey

Full time, in the office

Competitive salary depending on experience and qualifications.

An exceptional Legal 500 legal practice with multiple offices in the Surrey and London area are seeking an ambitious and motivated fee earning Paralegal or Chartered Legal Executive to join the Private Client team, specifically to work on Tax, Trusts and Estates matters in their Guildford office.

Successful applicants will have strong experience within accountancy or Tax and Trusts matters across the board and confident in working with Trustees, Stockbrokers and Investment Managers as well as wealthy private clients.

Areas of focus will include:

  • Wills Trusts
  • Lasting Powers of Attorney
  • Probate
  • Inheritance Tax
  • Tax returns
  • Estate Planning

Duties will include:

  • Assisting/managing a varied caseload of private client matters
  • Responsibility for providing high quality, timely, professional advice on Probate and Estate administration, Inheritance Planning and Trusts.
  • Preparing trustees resolutions and deeds of appointment of funds.
  • Correspondence with executors, trustees, beneficiaries and other professionals.
  • Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated.
  • Proactively networking and marketing within the team to generate new business and reputation.
  • Attending clients in their own environment as required.
  • Responsibility for mentoring and assisting more junior team members.
  • Maintaining good billings records within the team.

Desired Skills:

  • Level 3 or Level 6 CILEx qualification or Paralegal qualification highly desired
  • Legal background with specific experience in accountancy or tax and trusts administration
  • Knowledgeable in the areas of Inheritance and Capital Gains Tax advice
  • Ideally candidates will hold STEP or SFE accreditations, or be working towards these. This is by no means essential but highly desirable and support will be given to those seeking to pursue this.
  • Experience of managing of heavily assisting a caseload
  • Enthusiasm and commitment

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

Job Description

Private Client Paralegal or Chartered Legal Executive

(Tax and Trusts)

Guildford, Surrey

Full time, in the office

Competitive salary depending on experience and qualifications.

An exceptional Legal 500 legal practice with multiple offices in the Surrey and London area are seeking an ambitious and motivated fee earning Paralegal or Chartered Legal Executive to join the Private Client team, specifically to work on Tax, Trusts and Estates matters in their Guildford office.

Successful applicants will have strong experience within accountancy or Tax and Trusts matters across the board and confident in working with Trustees, Stockbrokers and Investment Managers as well as wealthy private clients.

Areas of focus will include:

  • Wills Trusts
  • Lasting Powers of Attorney
  • Probate
  • Inheritance Tax
  • Tax returns
  • Estate Planning

Duties will include:

  • Assisting/managing a varied caseload of private client matters
  • Responsibility for providing high quality, timely, professional advice on Probate and Estate administration, Inheritance Planning and Trusts.
  • Preparing trustees resolutions and deeds of appointment of funds.
  • Correspondence with executors, trustees, beneficiaries and other professionals.
  • Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated.
  • Proactively networking and marketing within the team to generate new business and reputation.
  • Attending clients in their own environment as required.
  • Responsibility for mentoring and assisting more junior team members.
  • Maintaining good billings records within the team.

Desired Skills:

  • Level 3 or Level 6 CILEx qualification or Paralegal qualification highly desired
  • Legal background with specific experience in accountancy or tax and trusts administration
  • Knowledgeable in the areas of Inheritance and Capital Gains Tax advice
  • Ideally candidates will hold STEP or SFE accreditations, or be working towards these. This is by no means essential but highly desirable and support will be given to those seeking to pursue this.
  • Experience of managing of heavily assisting a caseload
  • Enthusiasm and commitment

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

Job Summary

Location: Guildford
Contract Type: Permanent
Sector: Law
Division: Paralegal
Date: 22nd September 2021

Apply now

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Olivia Elkin

Olivia Elkin

Legal Recruiter

Email: Click here
Phone: 023 9232 1991

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Job Summary

Location: Guildford
Contract Type: Permanent
Sector: Law
Division: Paralegal
22nd September 2021

Apply now

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