Join Our Private Client Team
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 Types: Full-time, Permanent, competitive salary, 32 days holiday (including bank holidays), an extra day off for your Birthday. Pension scheme.
