Trusts and Estate Planning Senior Associate
4 weeks ago
We are seeking an experienced Senior Associate to join our dynamic Trusts and Estate Planning team at Gleeson Recruitment Group. As a key member of our team, you will be responsible for providing expert advice on trusts and estate planning to our clients.
Key Responsibilities- Advising clients on the establishment of family trusts for tax planning, estate planning, and other purposes.
- Preparing comprehensive trust deeds and ancillary documents.
- Managing trusts based on client preferences and circumstances.
- Providing guidance on the advantages of appointing professional trustees.
- Preparing trust accounts and overseeing annual tax compliance.
- Experience: Minimum 6 years PQE with a strong background in trusts and estate planning.
- Skills: Excellent legal and tax knowledge related to family trusts.
- Client Management: Ability to advise and guide clients on trust-related matters.
- Team Collaboration: Working collaboratively with other team members to achieve objectives.
- Professionalism: Displaying a high level of professionalism and integrity.
- Impactful Work: Contribute to the success of clients by providing crucial legal and tax solutions.
- Dynamic Team: Work with a dynamic and experienced team passionate about trusts and estate planning.
- Career Growth: Opportunities for professional development and career progression.
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