Leading Private Client Recruiter Clark Wood are currently working with this leading firm who are one of the fastest growing firms across the UK.
Through organic growth, our client is now looking for a Trust & Estates Semi Senior to join their Bury St Edmunds office.
The role would predominantly relate to the private client sector, being within the Trust and Estates team.
The responsibilities include:
Preparation and review of Wills, Lasting Powers of Attorney, Trust Deeds and ancillary documents.
Review of Trust & Estate self-assessment Tax Returns and related tax calculations using the firm's software (CCH). All related correspondence with clients, HM Revenue & Customs and third parties as required.
Review of Trust & Estate accounts using the firm's software (CCH Trust Accounts).
Review of Inheritance Tax Returns for Trusts and Estates.
Preparation and review of all ad hoc advisory work, relating to personal, estate and trust matters.
Assisting in the training and mentoring of junior members of staff.
The role would suit an experienced legal executive, and the ideal candidate would also be STEP qualified.
For further information on this role please contact Jack Wood at Clark Wood
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