Tax and Estate Advisor

1 day ago


Felixstowe, Suffolk, United Kingdom Cooper Lomaz Full time
Estate Management and Tax Professional

Cooper Lomaz is a reputable firm seeking an estate management and tax professional to manage complex cases involving wills, probate, and estate planning.

Key Responsibilities:

  • Manage client relationships and provide expert advice on wills, probate, and estate planning
  • Collaborate with the team to develop effective strategies for estate management
  • Analyze data and maintain accurate records to ensure compliance with regulatory requirements

Requirements:

  • Proven track record in estate management and tax planning
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Office applications and document management

The estimated salary for this position is £50,000 - £70,000 per annum, depending on experience.



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