Tax Planning Consultant

2 weeks ago


Midsomer Norton, Bath and North East Somerset, United Kingdom Legal Southwest Full time

Legal Southwest is seeking a Tax Planning Consultant to join our Private Client team. As a key member of our team, you will be responsible for preparing IHT400 Inheritance Tax Accounts, drafting estate accounts, and utilizing online research services.

Responsibilities
  • Preparing IHT400 Inheritance Tax Accounts with precision and attention to detail
  • Drafting estate accounts that meet the highest standards of quality and professionalism
  • Staying up-to-date on industry developments through online research services

The ideal candidate will have a strong background in Private Client law, solid legal and Will writing experience, and experience with tax planning in the context of lifetime planning. We offer a competitive salary up to $12,000 per year, payment of CILEx membership renewal fees, and a free Will for the successful candidate.

Benefits and Perks:

  • A competitive salary up to $12,000 per year
  • Payment of CILEx membership renewal fees
  • A free Will for the successful candidate
  • Flexible working arrangements
  • Company pension contributions
  • 20 days holiday plus bank holidays, rising to 25 after 1 year of service


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