Private Capital
2 days ago
About The RoleWe are seeking a Solicitor to join our Private Capital’s Tax and Trusts team.This is a fantastic opportunity to develop your career in this field. You will have the opportunity to build your experience in a variety of work, including dealing with the administration of trusts as well as personal tax for individuals.You will be joining a well‑established team, with our Personal Tax, Trusts and Probate team ranked Tier 1 in the Legal 500 for the South‑West.This role will require you to attend the office at least 2 times a week, however you may be required to come in more if needed.Day to day, you’ll be successful in this role by:Our Tax and Trusts team deal with the administration of trusts and tax planning to protect family wealth. The work is an annual cycle of trust tax returns and accounts along with advice to trustees. The team also deal with the personal tax returns of some trust beneficiaries and other high net worth clients.Your day to day duties will include:Manage a varied caseload of trust matters, including administration, compliance, and tax reporting.Advise on the establishment, structuring, and ongoing administration of UK trusts.Draft trust deeds, letters of wishes, and related legal documentation.Provide practical guidance on trust taxation, including income tax, capital gains tax, and inheritance tax.Collaborate with in‑house Chartered Tax Advisers, accountants, and STEP‑qualified colleagues to deliver integrated advice.Prepare or oversee the preparation of annual trust accounts and tax returns.Support the Lifetime Planning team with trust and tax expertise.Advise on trust‑related issues arising from Wills, lifetime gifts, and deputyship arrangements.It is an integral part of this role that you comply with information security and all firm policies and procedures.The role is right for you if:You will be an experienced Solicitor, Legal Executive or Trust Advisor ideally with 0‑2 years PQE.You will have experience of managing your own caseload. You will need to demonstrate from experience that you are exceptionally organised and proactive, helpful, with a flexible ‘can‑do’ attitude, and that you have the skills to work closely with various stakeholders and have direct contact with clients.We expect you to be someone who takes pride in your work and in providing a first‑class support service to your clients, anticipating their needs in advance wherever possible, and paying meticulous attention to detail in all of your work.About UsWho we areYou’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.What we can offer youA career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.Our mission is to help you realise your full potential whilst maintaining a positive work‑life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits. #J-18808-Ljbffr
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Private Capital
6 days ago
Taunton, Somerset, United Kingdom Chadwick Nott Legal Recruitment Full time £30,000 - £60,000 per yearPrivate Capital (Trusts) Solicitor / AssociateTauntonTop 100 National FirmA top 100 national firm is looking to strengthen its Private Capital team with a Solicitor/Associate focused on trusts and personal tax. This is a great opportunity to build deep expertise within a highly regarded and Tier 1 ranked team.The RoleYou'll work closely with experienced...
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Private Capital
6 days ago
Taunton, United Kingdom Chadwick Nott Legal Recruitment Full timePrivate Capital (Trusts) Solicitor / Associate A top 100 national firm is looking to strengthen its Private Capital team with a Solicitor/Associate focused on trusts and personal tax. This is a great opportunity to build deep expertise within a highly regarded and Tier 1 ranked team. The Role You’ll work closely with experienced colleagues including...
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Taunton, United Kingdom Clarke Willmott Full timeA leading law firm in Taunton is seeking an Administration Assistant to offer professional support to fee earners in the Private Capital team. Responsibilities include managing client files, handling correspondence, and assisting with document production. The ideal candidate will have excellent communication skills, a proactive attitude, and the ability to...
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Lifetime Partner
2 days ago
Taunton, United Kingdom Clarke Willmott Full timeWe are looking for an enthusiastic and dynamic Partner to provide practical advice to our clients. As a Partner in our well-regarded Private Client team, we will support and encourage you to get involved in business development activities and become embedded into your client sectors, as well as nurturing and extending existing client relationships. This...
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Private Client Solicitor
6 days ago
Taunton, United Kingdom JMC Legal Recruitment Full timePrivate Client Solicitor BBBH56646_1747820961 Private Client Tax, Trusts & Estates Solicitor 1+ PQE | Taunton | Leading Legal 500 FirmThe Firm: This leading Legal 500 firm is an award-winning, top-tier UK law firm, offering both commercial and private legal services across Somerset, Devon, and Dorset. With a strong regional presence, the firm provides...
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Private Client
2 weeks ago
Taunton, United Kingdom Clarke Willmott Full timeAbout The Role Our Private Capital team has an opportunity for an Administration Assistant to provide proactive and professional support to fee earners within the team. Location: Taunton office. Full time or part time hours. Responsibilities Based in our well-regarded Private Capital team, you will be supporting a busy team, working on a variety of tasks....
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Private Client Tax Manager — Hybrid
2 days ago
Taunton, United Kingdom Michael Page Full timeAn established industry player is seeking a Personal Tax Manager to join their reputable firm in Taunton. This role offers a unique opportunity to manage a diverse portfolio of personal tax cases, providing advisory services on capital tax planning, inheritance tax, and trusts. With a focus on career progression, the firm supports flexible working and offers...
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Private Client Tax Director
2 days ago
Taunton, United Kingdom Sumer Full timePrivate Client Tax Director Department: Personal Tax Employment Type: Permanent Location: Taunton About Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining...
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Personal Tax Manager, Private Client Manager
4 days ago
Taunton, United Kingdom Page Personnel Full timePersonal Tax Manager to join a growing firm of accountants in TauntonProgression on offer as a key addition managing compliance and planningAbout Our ClientBased in Taunton the firm has an excellent reputation acting for private clients, HNWIs, Trusts, Directors and other wider ranging individuals. Whilst a quality compliance service is a key offering the...
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Taunton, United Kingdom Page Personnel Full timePersonal Tax Senior Manager to join an accountancy firm based in TauntonCareer progression within a fast growing & successful firm of accountantsAbout Our ClientBased in Taunton this accountancy practice acts for very wide ranging clients with a highly regarded and successful personal tax team and department. Excellent career progression prospects are on...