- Over 5 years PQE.
- Ability to work to deadlines/prioritise work/manage a varied caseload.
- Ability to work in a team and on own initiative.
- Strong legal skills and an eye for detail.
- Excellent communication skills.
- Running a complex caseload of high net worth estates.
- Knowledge of APR/BPR and other IHT reliefs/exemptions.
- Knowledge in dealing with foreign assets/reseals of grants etc.
- Comprehensive understanding of the preparation of IHT returns and estate accounts.
- Strong knowledge of post-death tax planning/restructuring.
- Knowledge of lifetime gifts, effect on death.
- Knowledge of settled property and aggregable assets.
- Knowledge of grossing up for IHT purposes.
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Private Client Tax
1 week ago
Simpson Judge Stratford-upon-Avon, United Kingdom Full timeRole: Private Client Tax & Estates SolicitorExperienced or PQE: 4 years PQE upwardsLocation: Stratford-Upon-Avon Salary: DOE £45,000 - £60,000Benefits: Hybrid working, Full caseload, Progression available Here at Simpson Judge we are looking to speak with experienced Private Clie ...
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Private Client Tax
1 week ago
Simpson Judge Ltd Stratford-upon-Avon, Warwickshire, United Kingdom £45,000 - £60,000Role: Private Client Tax & Estates Solicitor · Experienced or PQE: 4 years PQE upwards · Location: Stratford-Upon-Avon · Salary: DOE £45,000 – £60,000 · Benefits: Hybrid working, Full caseload, Progression available · Here at Simpson Judge we are looking to speak with experie ...
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Private Client Tax Manager
6 days ago
Hays Specialist Recruitment Limited Stretford, United Kingdom Full timeYour new firm A well established tax consultancy with a number of offices across the UK, is looking to make a strategic hire in their Manchester City Centre office. The firm is non-bureaucratic and hugely profitable. The team are all large firm trained and highly experienced, and ...
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Tax Senior
3 weeks ago
H L Barnes Stratford-upon-Avon, United KingdomWe are a long established firm of Chartered Accountants in Stratford Upon Avon looking to recruit a Tax Senior to join our team. · We are a four partner firm with around 20 staff with clients from across a wide range of sectors. · We are looking for someone with previous experien ...
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Private Client Solicitor
3 weeks ago
Simpson Judge Ltd Stratford-upon-Avon, United KingdomPrivate Client Solicitor - SK153 · Location: Wellesbourne · **Salary**: £35,000 - £53,000 · Office based role with potential hybrid working at a later date. · Simpson Judge are proud to be assisting a Leading Law firm in their search for a Private Client Solicitor to work in thei ...
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Private Client Fee Earner
3 weeks ago
Multistaff Recruitment Solutions Stratford-upon-Avon, United KingdomOur Client is currently recruiting for a Private Client Fee Earner for the following locations: · Stafford, Solihull, Stratford upon Avon. · Duties will include: · You will manage your own caseload and have experience of dealing with all types of private client matters including: ...
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Legal Secretary
3 weeks ago
Lodders Solicitors Stratford-upon-Avon, United KingdomLodders Solicitors are currently recruiting for a Legal Secretary to join the busy Town and Country property team in Cheltenham. · Job description · - Providing secretarial support to a busy team of partners, solicitors and other fee earners dealing with high net worth clients an ...
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Practice Accountant
3 weeks ago
Hamlin Knight - Recruitment Specialists in Human Resources, Office Support and Sales & Marketing Stratford-upon-Avon, United KingdomThis vibrant Accountancy Practice is growing following recent acquisitions and now wishes to appoint two new members of staff to join their team. · The roles are Assistant Accountant and Accountant. Both are primarily concerned with accounts preparation and tax returns for the co ...
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CRM Administrator
4 weeks ago
The Solution Automotive Recruitment Stretford, United KingdomJob reference number- JW176R2- Job Type- Full time- Location- Stretford, Greater Manchester, England- Salary- £22360-£22360 per annum**Job description**: · **CRM/Database Administrator - Manchester** · Our client, a family-based business with more than one hundred years of experi ...
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Account Manager
4 weeks ago
Valpak Limited stratford-upon-avon, United KingdomHow will I make a difference? · Valpak Data Insights work with and for our 400+ customers, to build an accurate data set to ensure our customers are compliant with a range of legislative and voluntary commitments. We liaise with suppliers, conduct bespoke weighing services, and u ...
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Environmental Data Account Manager
4 weeks ago
Valpak Limited stratford-upon-avon, United KingdomHow will I make a difference? · Valpak Data Insights work with and for our 400+ customers, to build an accurate data set to ensure our customers are compliant with a range of legislative and voluntary commitments. We liaise with suppliers, conduct bespoke weighing services, and u ...
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Mixed Tax Manager
2 weeks ago
Additional Resources Ltd. Stratford-upon-Avon, Warwickshire, United KingdomMixed Tax Manager · Location: Stratford, London Salary: Very Competitive + Excellent Benefits The Client: Our client is among the top 100 accountancy firms, offering services in accounting and taxation to businesses and private individuals. The Role: As aMixed Tax Manager, you w ...
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Tax Senior Manager
2 weeks ago
Jobit Stratford-upon-Avon, Warwickshire, United KingdomMixed Tax Manager · Our client is among the top 100 accountancy firms, offering services in accounting and taxation to businesses and private individuals. · As aMixed Tax Manager, you will be overseeing team members, conducting regular appraisals, fostering development, monitor ...
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Tax & Estate Planning Lawyer
1 week ago
Simpson Judge Ltd Stratford-upon-Avon, Warwickshire, United Kingdom £45,000 - £60,000Role: Private Client Tax & Estates Solicitor · Benefits: Hybrid working, Full caseload, Progression available · Here at Simpson Judge we are looking to speak with experienced Private Client Executives or Solicitors who have prior hands on experience of dealing with intricate Ta ...
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Private Client Solicitor
7 hours ago
Simpson Judge Ltd Stratford-upon-Avon, United KingdomJob Description · Role: Private Client Tax & Estates Solicitor · Experienced or PQE: 4 years PQE upwards · Location: Stratford-Upon-Avon · Salary: DOE £45,000 - £60,000 · Benefits: Hybrid working, Full caseload, Progression available · Here at Simpson Judge we are looking to spea ...
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Mixed Tax Manager
2 weeks ago
Jobit Stratford-upon-Avon, Warwickshire, United KingdomMixed Tax Manager · Location: Stratford, London Salary: Very Competitive + Excellent Benefits The Client: Our client is among the top 100 accountancy firms, offering services in accounting and taxation to businesses and private individuals. The Role: As aMixed Tax Manager, you w ...
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Tax Senior
3 weeks ago
Thomas Jean Associates Ltd Stratford-upon-Avon, United KingdomAre you a CTA qualified Tax Senior looking to take your career to the next level in an advisory focused role?Due to a forthcoming retirement of the current Tax Senior, a Firm of Chartered Accountants based in Stratford Upon Avon are now looking to recruit for a replacement Tax Se ...
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Mixed Tax Manager
5 days ago
Michael Page Finance Stretford, United KingdomThis position offers the exciting opportunity to manage mixed tax matters for a variety of clients in the professional services industry. The Mixed Tax Manager will utilise their knowledge and skills within the Tax department of our Manchester location. · Client Details · The com ...
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Tax Manager
2 weeks ago
Hawk 3 Talent Solutions Stretford, United Kingdom Full timeTax Manager · Manchester M4 · £45,000 - £50,000 per annum · Working hours are 7.5 hours a day between 7am and 7pm to be agreed with dept. manager. · Hybrid working policy which is a max 3 days WFH but isn't fixed days and is dependent on business needs and agreed with line manage ...
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Tax Partner
5 days ago
Adele Carr Recruitment Stretford, United KingdomThe role - Tax PartnerAdele Carr Recruitment is delighted to be working with a leading Independent Accountancy Practice with a fantastic reputation as they are recruiting for a Tax Director/Partner to join their team. The role will cover heading up the tax team, as well as delive ...
Private Client Tax - Stratford-upon-Avon, United Kingdom - Simpson Judge
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Description
Role:
Private Client Tax & Estates Solicitor
Experienced or
PQE:
4 years PQE upwards
Location:
Stratford-Upon-Avon
Salary:
DOE £45,000 - £60,000
Benefits:
Hybrid working, Full caseload, Progression available
Here at Simpson Judge we are looking to speak with experienced Private Client Executives or Solicitors who have prior hands on experience of dealing with intricate Tax and Estate matters, on behalf of High Net Worth to Ultra High Net work individuals and their families.
In this role you would be working with a variety of clients but with more of a focus on affluential individuals, with a variety assets they wish to protect and so forth.