Head of Trusts and Tax

3 weeks ago


AshbyDeLaZouch, United Kingdom Fishers Solicitors Full time

On the Leicestershire Derbyshire border, next to the beautiful countryside sits Fishers Solicitors, a friendly independent law firm of 50 people who bring a range of skill, experience and personality to the firm. Because our office sits just 2 miles off the accessible M42, we have employees from a variety of areas, across all three counties. We have been in business for over 200 years and now work from brand new open plan offices at the business park on the edge of Ashby-de-la-Zouch, an old market town.

**Our Trusts and Tax team is one of our busiest departments and we are looking for an experienced lawyer to lead the well-established department to success.**

**ABOUT THE ROLE**

The Trust and Tax department clients are high net worth, business owners, charities and landowners bring a variety of work such as: Farming partnerships, Lifetime Trusts, complex tax and estate planning, Will Trusts arising following administration of estates, corporate Trustees, administration of Trusts, winding up Trusts, taxation of Trusts and estates, and charitable Trusts.

**MAIN RESPONSIBILITIES**
- Handling a varied caseload of complex probate and trust matters, including agricultural land and complex tax planning.
- Ensuring that all client work is progressed in a timely manner and that the client is kept informed throughout, delivering exceptional customer service.
- Complying with all file and case management quality standards in accordance with the Law Society requirements.
- Managing the department including line management of staff, conducting monthly one to one meetings and annual appraisals.
- Reporting to Directors on the performance of the department
- Building upon the firm’s reputation to attract key clients and assist with the firm’s marketing initiatives.
- Networking with other professionals and contacts, both individually and as part of a team

**SKILLS, QUALIFICATIONS AND EXPERIENCE**:
Interested applicants should be either a qualified Solicitor, or Fellow of Cilex with extensive experience within this area of law.
- Interested applicants should also have:_
- Experience of working within a busy Wills, Probate, Trusts and Tax department
- Experience of leading a team/head of department
- Experience of dealing with complex matters
- A target driven approach
- Exceptional client care skills
- A high level of attention to detail
- Exceptional communication skills (both verbal and written)
- CTA and ATT qualifications also desirable but not essential

**OUR BENEFITS**
- Full time 35 hour week (9-5.00 with an hour for lunch).
- Hybrid working with the option to work up to three days from home following completion of probation.
- 23 flexible days’ holiday, plus bank holidays, plus Christmas shut down, plus a week holiday purchase scheme.
- Life assurance death in service benefit at 3x salary,
- Plus many other benefits

**OUR VALUES**
- Drive: Have energy and enthusiasm to get the job done;
- Innovate: Look to develop and change for the better;
- Connect: Connect to customers and colleagues;
- Collaborate: Work together for our customers and community;
- Excel: Provide excellent customer service

**Job Types**: Full-time, Permanent

**Salary**: £50,000.00-£80,000.00 per year

**Benefits**:

- Additional leave
- Bereavement leave
- Casual dress
- Company events
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
- Sick pay
- Wellness programme
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Application question(s):

- Do you have experience of managing a team?
- Do you have extensive experience in trust and tax?

**Experience**:

- trusts and tax: 5 years (preferred)

Work Location: In person



  • Ashby de la Zouch, Leicestershire, United Kingdom Chadwick Nott Full time

    New opportunity to join this highly regarded Midlands firm.Based in Leicestershire, this is a senior role within the firm to lead a well established and busy Trusts and Tax department.The clients are high net worth business owners, charities and landowners bringing a variety of work including Farming partnerships, Lifetime Trusts, complex tax and estate...


  • Ashby-De-La-Zouch, United Kingdom Chadwick Nott Full time

    New opportunity to join this highly regarded Midlands firm. Based in Leicestershire, this is a senior role within the firm to lead a well established and busy Trusts and Tax department. The clients are high net worth business owners, charities and landowners bringing a variety of work including Farming partnerships, Lifetime Trusts, complex tax and estate...

  • Head of Finance

    6 days ago


    Ashby de la Zouch, Leicestershire, United Kingdom FRS Ltd Full time

    Our client is a leading international service business working closely with the NHS / Medical / Healthcare Industry ideally situated on the Leicestershire / Derbyshire / Nottinghamshire boarders and therefore easily accessible from across the East Midlandsand specially so given the hybrid working offering.As part of the company's rapid expansion, FRS have...

  • Head Cook

    1 day ago


    Ashby-De-La-Zouch, United Kingdom Ivanhoe School Full time

    **Head Cook** **Grade 6, Points 9 - 10 (£23,898 - £24,3003) FTE** **Actual Salary £19762.63 - £20095.06** **39 weeks per annum, 35.75 hours per week** We are looking for a reliable, efficient, and organised Head Cook to support the provision of a high-quality food and beverage service across the Life Multi Academy Trust. The position is based at...


  • Ashby-de-la-Zouch, United Kingdom Clear IT Recruitment Limited Full time

    **My client is currently looking to appoint an experienced Private Client Solicitor to join their Ashby-de-la-Zouch, Leicestershire office.** My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they...


  • Ashby de la Zouch, Leicestershire, United Kingdom Clear IT Recruitment Limited Full time

    My client is currently looking to appoint an experienced Private Client Solicitor to join their Ashby-de-la-Zouch, Leicestershire office.My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they...

  • Accounts Senior

    7 days ago


    Ashby de la Zouch, Leicestershire, United Kingdom Armstrong Knight Full time

    Ideally you will have relevant experience or be AAT/ACCAqualified. It is essential that you have experience within the smaller companyand owner managed sector dealing with account preparation and tax compliance.Experience of dealing with rural industries would be beneficial. You will have excellent interpersonal skills and be able to deal withpeople at all...


  • Ashby-de-la-Zouch, United Kingdom The National Trust Full time

    Food & Beverage Team Leader - UlverscroftSummaryThe National Trust is renowned for its food and hospitality. We run 185 cafes all over England, Wales and Northern Ireland, and we'd love you to join us. We’re looking for a Food and Beverage Team Leader to join us at Stoneywell Cottage. Because we are in a rural area, please think about how you’d be able...


  • Ashby-de-la-Zouch, United Kingdom The National Trust Full time

    Food & Beverage Team Leader - UlverscroftSummaryThe National Trust is renowned for its food and hospitality. We run 185 cafes all over England, Wales and Northern Ireland, and we'd love you to join us. We’re looking for a Food and Beverage Team Leader to join us at Stoneywell Cottage. Because we are in a rural area, please think about how you’d be able...


  • Ashby-de-la-Zouch, United Kingdom Douglas Scott Legal Recruitment Full time

    PRIVATE CLIENT SOLICITOR LEICESTER £40k+ DOE Benefits: FLEXIBLE/HYBRID WORKING, PROGRESSION, PARKING ON SITE Are you a Private Client Solicitor looking for a new challenge in 2023? Look no further! I'm working with a long-established, award-winning firm who are looking for an enthusiastic and talented Private Client Solicitor/Legal Executive to join their...


  • Ashby-De-La-Zouch, United Kingdom LF&E Refrigerated Transport Full time

    **About Us** Established in 2008 LF&E have become a market leader in the pharmaceutical industry. Delivering medication to homes & pharmacies on behalf of large corporate organisations & NHS Trusts, helping make a difference to patients’ lives. LF&E currently operate 13 sites employing over 200 staff throughout the country. Due to rapid expansion, the...


  • Ashby-De-La-Zouch, United Kingdom Royal Mail Group Full time

    **Delivery Postie with Driving** **Job reference: 296240** **Location: Ashby De La Zouch Delivery Office, LE65 1AU** **Job type: Permanent contract** **Hours**:30:00** hours per week, working 5 days across Mon-Sun, working between **08:00-14:00** and **09:00-15:00** Sunday work at Loughborough - 10:00-16:00 There has never been a more exciting time to join...


  • Ashby-De-La-Zouch, United Kingdom Royal Mail Group Full time

    **Delivery Postie with Driving** **Job reference: 296240** **Location: Ashby De La Zouch Delivery Office, LE65 1AU** **Job type: Permanent contract** **Hours**:30:00** hours per week, working 5 days across Mon-Sun, working between **08:00-14:00** and **09:00-15:00** Sunday work at Loughborough - 10:00-16:00 There has never been a more exciting time to join...


  • Ashby-De-La-Zouch, United Kingdom BEUMER Group Full time

    Company Description **_ BEUMER Group_** **_Conveying, loading, palletising, packaging, sortation and distribution_**_ - BEUMER Group is a leader in the engineering and manufacturing of _**_high-tech intralogistic systems_**_ for global markets. Our employees differentiate themselves by their ability to provide innovative solutions to our customers that...

  • Hgv C+E Driver

    1 week ago


    Ashby-De-La-Zouch, United Kingdom Truck and Plant Sales Ltd Full time

    We are looking for another trust worthy and experienced Class 1 HGV Driver to join our team, must have C+E licence We buy and sell commercial vehicles and plant so you should be confidant moving a wide variety of items, low loader experience would be a plus but not necessary. Plenty of hours available and Nights out will be necessary, but this is **not a...

  • Hgv C+E Driver

    3 days ago


    Ashby-De-La-Zouch, United Kingdom Truck and Plant Sales Ltd Full time

    We are looking for another trust worthy and experienced Class 1 HGV Driver to join our team, must have C+E licence We buy and sell commercial vehicles and plant so you should be confidant moving a wide variety of items, low loader experience would be a plus but not necessary. Plenty of hours available and Nights out will be necessary, but this is **not a...

  • Customer Assistant

    2 months ago


    Ashby de la Zouch, Leicestershire, United Kingdom Marks and Spencer Full time

    All the detailsWeek 1Sunday: Monday: Thursday: Friday: Week 2Monday: Wednesday: Thursday: Saturday: Under 18 disclaimer This job role involves working early mornings and this means we can't consider applications from anyone under the age of 18. This is to comply with the relevant health and safety legislation and to keep our colleagues safe in the...

  • Customer Assistant

    3 weeks ago


    Ashby de la Zouch, Leicestershire, United Kingdom Marks and Spencer Full time

    All the detailsWeek 1Sunday: Monday: Thursday: Friday: Week 2Monday: Wednesday: Thursday: Saturday: Under 18 disclaimer This job role involves working early mornings and this means we can't consider applications from anyone under the age of 18. This is to comply with the relevant health and safety legislation and to keep our colleagues safe in the...


  • Ashby-De-La-Zouch, United Kingdom Fishers Solicitors Full time

    Job role: Wills and Probate Fee Earner Department: Wills and Probate Responsible to: Wills and Probate Director and the wider Fishers Solicitors team Reporting to: Jayne Parsons - Associate and head of Wills and Probate **About us** We’re a friendly independent law firm based in a modern bright and open office at a business park on the edge of...


  • Ashby-de-la-Zouch, United Kingdom Sacco Mann Full time

    We have been instructed on an exciting opportunity for a Private Client Chartered Legal Executive to join the Wills & Probate department of an award-winning law firm based in Ashby-de-la-Zouch. This position would suit someone with previous fee earning experiencefrom a Private Client background. My client are a long-standing law firm, having been...