Estate Planning Professional

1 day ago


Chelmsford, Essex, United Kingdom Rutherford Briant Full time

Rutherford Briant invites applications for an Estate Planning Professional to support their Private Client Department in Chelmsford as an Apprentice Tax Administrator. In this dynamic role, you will collaborate closely with Partners in delivering exceptional client care through tax advisory and compliance services.

Key Accountabilities

As an Estate Planning Professional, you will:

  • Deliver expert estate planning services, encompassing IHT and CGT.
  • Provide comprehensive trust advice and compliance solutions, including tax returns, IHT forms, CGT guidance, and declaration of Trusts.
  • Work collaboratively with Partners to develop innovative tax planning strategies.
Requirements
  • Hold an ATT qualification.
  • Prior experience within a personal tax environment.
  • A thorough understanding of IHT and trusts is advantageous.
  • Demonstrate a flexible, adaptable approach, combined with a positive attitude.
Employee Perks
  • Flexible working arrangement options (min. 2 days in the office).
  • Life Assurance, providing four times your annual salary in the event of unforeseen circumstances.
  • Income protection.
  • Complimentary parking.
  • A generous holiday allowance of twenty-five days, inclusive of Bank Holidays.
  • A health cash plan.
  • A discounted gym membership.
  • A monthly staff lottery.
  • Employee Assistance Programme (EAP).

This is a highly competitive opportunity with a salary of £38,000 per annum, reflecting your experience.



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