We are seeking a dedicated and experienced professional to join our growing Private Client team. You will play a key role in providing high-quality legal and tax services to our valued clients.
About the Role:
Process lifetime and estate tax returns
Manage probate files and administer estates
Draft and advise on Powers of Attorney
Oversee the administration of lifetime and will trusts
Trust registration
Ensure all work is carried out in compliance with relevant regulations
About You:
We are looking for a highly motivated individual with:
At least 4 years of experience in probate, trust management, and taxation.
Strong technical skills in relevant areas of law and taxation.
Excellent communication and interpersonal skills.
Your Background Could Include:
Qualified Solicitor (STEP qualified preferred)
ACA/CA/Tax Advisor
Qualified Financial Advisor with full technical training and STEP qualification
Or any other relevant professional qualification and experience
Key Skills:
Essential:
Proven experience in handling complex legal and tax matters.
Strong analytical and problem-solving abilities.
Excellent client service and communication skills.
Meticulous attention to detail and accuracy.
Desirable:
STEP qualification
This position offers an exciting opportunity for career growth within a well-established and respected law firm with an excellent client base. We are client driven and committed to providing good quality services in the New Forest and surrounding area. If you are interested, please send your CV and covering letter to tracey.dobson@heppenstalls.co.uk. Job Type: Full-time, Permanent, competitive salary, 32 days holiday (including bank holidays), an extra day off for your Birthday. Pension scheme.
Job Types: Full-time, Part-time, Permanent
Benefits:
Company pension
Schedule:
Monday to Friday
Work Location: Hybrid remote in New Milton BH25 6LG
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