Trusts and Estates Semi Senior

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

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role

You may return to your current search results by clicking here.

  • eTaxJobs UK
  • eTaxJobs US
  • eTaxJobs CH
  • eTaxJobs EU

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings
web analytics