Tax and Estate Advisor
1 day ago
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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