TPF Recruitment Kent s leadingaccountancy practice recruitment agency are supporting a fantasticfirm of chartered accountants in Tunbridge wells in their searchfor a Will Writer to join their team on a part timebasis.
This is an exciting opportunityto join the private client tax team where you will be offered lotsofautonomy.
* Independentlymanaging your ownworkload.
* Takinginitial instructions fromclients.
* Preparingand advising on Wills of various complexities drafting powers ofattorney and other estate planning documentation ensuring alldocuments are legally accurate and professionallywritten.
* Providinghighquality timely and professionaladvice.
* Correspondingwith executors trustees beneficiaries and otherprofessionals.
* Attendingclients in their own environments asrequired.
* Referringcomplex trust inquiries IHT advice etc. to thepartner.
* Maintainingaccurate and organized client files and documentation on thecompany s computersystem.
* Promotinga compassionate and sensitive disposition ensuring a positiveclient experience especially when dealing with the elderly orincapacitated.
Requirements
WillWriter TunbridgeWells
* Priorexperience working within a legal or accountancy practice withexperience in drafting wills and advising clients on estateplanningmatters.
* Professionalproactive approach with strong client care skills and a sensitivesympathetic understanding of clientsneeds.
* ConfidentITskills.
* Highattention todetail.
* Owntransport is amust.
* STEPqualification or a Will writing/estate planning qualification ispreferable.
Benefits
WillWriter TunbridgeWells
* Competitivesalary based on market rate
* Parttimehours
* Life Insurance (5x basicsalary).
* Private MedicalInsurance.
* Pleaseapply for the vacancy or contact Tristan Finch for a confidentialconversation.
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You will be ACA/ACCA or qualified by experience with at least 3years experience within practice. You will have worked as SemiSenior or Senior accountant within practice Experience of Iris andcloud software such as Xero/ Quickbooks would beadvantageous