Estates Legal Advisor
3 days ago
Sue Ross Legal are working with a firm of chartered accountants, specialising in accountancy, wealth management and private client. We are looking to recruit a Estates & Legal Advisor to join the private client advisory team. This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of the team where appropriate.
- Actively manage a portfolio of Estates, from start to finish, with support from more senior colleagues (where required)
- Support other colleagues in the team with the management of more complex Estates.
- Prepare IHT returns for Estates where relevant (and review less complex cases for others as and when required)
- Support the Estate Director with the management of the Estate team, the processes, and delivery of work
- Support with legal drafting of Wills, and where appropriate, take Will instructions
- Support with the drafting of LPAs, and lead with the project management of the delivery from start to finish (when appropriate)
- Support with the drafting of Trusts and other legal type documents, where appropriate
- Review work of others, as required
- Support the Private Client team (and other members of the firm, as appropriate) with technical skills, management skills, marketing, networking etc.
- Support with business development work, developing relationships with referrers and other individuals (subject to experience)
- Manage projects from start to finish.
- Ensure technical knowledge is kept up to date.
- Take a lead in the development of junior members of the team and help them to gain technical and practical experience of relevant tax issues.
- Any ad hoc duties as requested by the firm.
Unfortunately, due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion.
May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.
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Estates and Legal Advisor
2 weeks ago
Chesterfield, United Kingdom SC1 Recruitment Ltd Full timeAre you an experienced Estates and Legal Advisor looking for an exciting opportunity to join our client, a dynamic company based in Chesterfield? We are seeking a dedicated professional to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently. Key...
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Estates Legal Advisor
5 days ago
Chesterfield, United Kingdom Sue Ross Recruitment Ltd Full timeSue Ross Legal are working with a firm of chartered accountants, specialising in accountancy, wealth management and private client. We are looking to recruit a Estates & Legal Advisor to join the private client advisory team. This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of...
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Estate and Legal Professional
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Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full timeJob OpportunityWe are seeking a dedicated Estates and Legal Advisor to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key Responsibilities:Manage a caseload of Estate planning and administration tasks.Collaborate with tax and legally qualified...
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Estate and Legal Professional
3 days ago
Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full timeJob OpportunityWe are seeking a dedicated Estates and Legal Advisor to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key Responsibilities:Manage a caseload of Estate planning and administration tasks.Collaborate with tax and legally qualified...
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Estate Planning Specialist
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Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full timeJob OverviewSC1 Recruitment Ltd is seeking an experienced Estates and Legal Advisor to support our clients' tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key Responsibilities:Manage a caseload of estate planning cases, ensuring timely and effective resolution.Collaborate with tax...
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Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full timeJob OverviewSC1 Recruitment Ltd is seeking an experienced Estates and Legal Advisor to support our clients' tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key Responsibilities:Manage a caseload of estate planning cases, ensuring timely and effective resolution.Collaborate with tax...
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Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full timeJob OverviewWe are seeking a highly skilled Estates and Legal Advisor to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key Responsibilities:Manage a caseload of estate planning cases, ensuring timely and effective resolution.Collaborate with tax and...
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Estate Planning Specialist
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Chesterfield, United Kingdom SC1 Recruitment Ltd Full timeAbout the RoleWe are seeking an experienced Estates and Legal Advisor to join our client, a dynamic company based in Chesterfield. As a key member of the team, you will support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key ResponsibilitiesManage a...
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Estate Planning Specialist
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Chesterfield, United Kingdom SC1 Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled Estates and Legal Advisor to join our client, a dynamic company based in Chesterfield. As a key member of the team, you will play a vital role in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key ResponsibilitiesManage a caseload of Estate projects, assisting in the legal...
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Estate Planning Specialist
2 weeks ago
Chesterfield, United Kingdom SC1 Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled Estates and Legal Advisor to join our client, a dynamic company based in Chesterfield. As a key member of the team, you will play a vital role in safeguarding assets for the long term and structuring wills and trusts tax efficiently.Key ResponsibilitiesManage a caseload of Estate projects, assisting in the legal...
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Estate Planning Specialist
1 week ago
Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full time{"About the Role": "We are seeking a dedicated professional to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.", "Key Responsibilities": "Manage a caseload of Estate projects, assisting in the legal drafting of Wills, LPAs, Trusts, and other...
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Estate Planning Specialist
1 week ago
Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full time{"About the Role": "We are seeking a dedicated professional to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.", "Key Responsibilities": "Manage a caseload of Estate projects, assisting in the legal drafting of Wills, LPAs, Trusts, and other...
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