Client Service Manager
4 weeks ago
Private Client Executive
Full-Time, Monday - Friday, 9:00am - 5:15pm.
Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
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.
Previously worked as a Tax & Trust Executive or in a similar role.
Possess 2+ years' experience in private client or trust roles.
Skilled in IT, ideally in IRIS software.
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.
Keywords: Private client solicitor, Private client lawyer, Private client, Private Client Executive, solicitor
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