Estate and Legal Professional
3 weeks ago
We are seeking a dedicated Estates and Legal Advisor to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.
Key Responsibilities:
- Manage a caseload of Estate planning and administration tasks.
- Collaborate with tax and legally qualified advisors to ensure seamless asset protection and tax-efficient solutions.
- Develop and implement effective strategies for safeguarding assets and structuring wills and trusts.
- Provide expert advice on estate planning and administration to clients and stakeholders.
Requirements:
- Proven experience in Estates and Legal Advisory roles.
- Strong knowledge of tax and trust laws and regulations.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
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