Estate and Tax Advisor

3 weeks ago


Derby, Derby, United Kingdom CV-Library Full time

Estate and Tax Advisor – Chesterfield
CV-Library is seeking an experienced Estate and Tax Advisor to join our client, a dynamic company based in Chesterfield. This is an exciting opportunity for a dedicated professional to work alongside experienced tax and legal advisors, helping safeguard assets and structure wills and trusts in a tax-efficient manner.

Estate and Tax Advisor Key Responsibilities:

• Manage a caseload of Estate projects, including drafting Wills, LPAs, Trusts, and other essential legal documents.
• Assist senior colleagues on complex Estate matters.
• Ensure accuracy and compliance with legal standards, maintaining a strong attention to detail.
• Manage projects from start to completion, ensuring client satisfaction.

About You:

• Proven experience working with Trusts and Estates is essential.
• Become part of a progressive and supportive firm based in Chesterfield, where you will play a key role in securing clients' futures and protecting their assets.
• In return, you will benefit from ongoing personal and professional development, as well as an exceptional benefits package, including:
• Negotiable salary based on skills and experience.
• Flexible working hours: 7.
• 25 days holiday, increasing with service, plus the ability to buy up to 5 extra days per year.
• Free onsite parking.
• Social events, including a Christmas party and summer outings.
• Enhanced maternity/paternity/adoption leave.



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