Private Client Executive - Chichester, United Kingdom - Additional Resources

Tom O´Connor

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Tom O´Connor

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Description

Location:
Chichester, West Sussex


Salary:
Very Competitive (DOE) + Excellent Benefits


Full-Time, Monday - Friday, 9:00am - 5:15pm.

The Client:

Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.


The Role:


As a
Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.


Responsibilities:


  • Managing trust and estate tax returns, correspondence, and deadlines.
  • Preparing Trust accounts and monitoring related deadlines.
  • Handling daytoday client administration and Inheritance tax returns.
  • Providing ad hoc advisory services and mentoring junior staff.

Requirements:


  • Previously worked as a Tax & Trust Executive or in a similar role.
  • Possess 2+ years' experience in private client or trust roles.
  • Hold qualifications such as STEP, ATT, CTA (part qualified).
  • Strong organisational skills and ability to meet deadlines.
  • Excellent communication and proactive approach.
  • Skilled in IT, ideally in IRIS software.

_ Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003._

_ Keywords:
Private client solicitor, Private client lawyer, Private client, Private Client Executive, solicitor_


Reference
SEL/AR/064430


Sector
Legal


Salary
£40,000 to £60,000 Per Annum


Town/City
Chichester


Contract Type
Permanent


Closing Date
27/05/2024

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