Private Client Executive

2 weeks ago

Chichester, United Kingdom Additional Resources Ltd Full time

Private Client Executive

Location: Chichester, West Sussex

Salary: Very Competitive (DOE) + Excellent Benefits

Full-Time, Monday - Friday, 9:00am - 5:15pm.

The Client:

Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.

The Role:

As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.

Responsibilities:

  • Managing trust and estate tax returns, correspondence, and deadlines.
  • Preparing Trust accounts and monitoring related deadlines.
  • Handling day-to-day client administration and Inheritance tax returns.
  • Providing ad hoc advisory services and mentoring junior staff.

Requirements:

  • Previously worked as a Tax & Trust Executive or in a similar role.
  • Possess 2+ years' experience in private client or trust roles.
  • Hold qualifications such as STEP, ATT, CTA (part qualified).
  • Strong organisational skills and ability to meet deadlines.
  • Excellent communication and proactive approach.
  • Skilled in IT, ideally in IRIS software.

Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Keywords: Private client solicitor, Private client lawyer, Private client, Private Client Executive, solicitor

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