Private Client Executive

2 weeks ago


Chichester, United Kingdom Additional Resources Full time

**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.

**_ 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_**

**Reference**

SEL/AR/064430

**Sector**

Legal

**Salary**

£40,000 to £60,000 Per Annum

**Town/City**

Chichester

**Contract Type**

Permanent

**Closing Date**

27/05/2024


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