Probate and Private Client Tax Specialist
3 weeks ago
We are seeking a highly skilled Probate and Private Client Tax Senior to join our team at Fletcher George Financial Recruitment. As a key member of our team, you will be responsible for managing a portfolio of clients, providing them with a sensitive and comprehensive service.
Key Responsibilities:
- Build strong relationships with clients, understanding their individual needs and objectives.
- Provide expert probate and tax advice, assisting clients in the administration of estates.
- Liaise with relevant authorities, ensuring compliance with UK tax and probate legislation.
- Identify effective ways to reduce inheritance tax.
- Assist with Grant of Probate and other estate administration tasks.
- Work closely with other team members, including Partners, to deliver exceptional results.
Requirements:
- Professional qualification such as ATT, STEP, or CTA is highly desirable.
- Relevant experience in probate and private client tax within a professional services firm.
- Strong technical knowledge of UK tax and probate legislation, particularly in inheritance tax, trusts, and estate planning.
About Us:
Fletcher George Financial Recruitment is an inclusive, Leatherhead-based financial recruiter committed to attracting a diverse pool of applicants. We aim to provide a supportive environment where talent can thrive.
We are an accountancy and finance recruitment agency acting as an Employment Agency. Referrals are welcome, and you can receive up to £500 in Amazon or John Lewis vouchers when we successfully place your referral.
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