Sue Ross Legal are working with a firm of chartered accountants, specialising in accountancy, wealth management and private client. We are looking to recruit a Estates & Legal Advisor to join the private client advisory team. This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of the team where appropriate.
Responsibilities:
* Actively manage a portfolio of Estates, from start to finish, with support from more senior colleagues (where required).
* Support other colleagues in the team with the management of more complex Estates.
* Prepare IHT returns for Estates where relevant (and review less complex cases for others as and when required).
* Support the Estate Director with the management of the Estate team, the processes, and delivery of work.
* Support with legal drafting of Wills, and where appropriate, take Will instructions.
* Support with the drafting of LPAs, and lead with the project management of the delivery from start to finish (when appropriate).
* Support with the drafting of Trusts and other legal type documents, where appropriate.
* Review work of others, as required.
* Support the Private Client team (and other members of the firm, as appropriate) with technical skills, management skills, marketing, networking etc.
* Support with business development work, developing relationships with referrers and other individuals (subject to experience).
* Manage projects from start to finish.
* Ensure technical knowledge is kept up to date.
* Take a lead in the development of junior members of the team and help them to gain technical and practical experience of relevant tax issues.
* Any ad hoc duties as requested by the firm.
Unfortunately, due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion.
May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.
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