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Associate Solicitor, Tax and Trusts Specialist
Job Posted: 7 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: Devizes, Wiltshire
Expire in: a month
Job Description
Associate Solicitor, Tax and Trusts Specialist
Devizes
Full Time
Salary is dependent on experience
We are currently recruiting for an Associate Solicitor, Tax and Trusts Specialist to join our client based in their Devizes office.
Specific Roles and Responsibilities:
Specific Areas of Law :
You will be required to develop, conduct and deliver your own workload across the following areas of expertise within the team:
* Tax and Tax efficient Wills
* Probate and estate administration
* LPAs
* Life Time Tax Planning
* Court of Protection
* IPFD Claims
* Trusts
File Management:
You will be responsible for the maintenance of WIP at or below target level.
You will be responsible for the maintenance of Debtors at or below target level.
All filing is to be kept up to date and in order, in compliance with the Lexcel practice management standards.
You will be responsible for maintaining your section of the diary of key events.
Targets:
Client Development and Marketing:
To be active in promoting the services of the firm and the ALE (Agriculture and Landed Estates) team, its image and ethos (in liaison with the Team Leader) through local marketing activities e.g. forums, trade groups, professional bodies etc.
Management:
* Supervision of a secretary.
* Potential supervision of a trainee.
* Providing input and direction to the Partners as required concerning the management of the team.
Person Specification:
Experience and knowledge:
* 5-7 years post qualification experience
* In depth experience and understanding of Inheritance Tax and Capital Gains Tax planning in the context of individuals and trusts with emphasis on family businesses, landed estates and farming enterprises and knowledge of other taxes relevant to these areas (other than VAT) and keen interest in expanding experience and knowledge in these areas.
* In depth understanding of the use of trusts and settlements within tax planning and asset protection
* Ability to draft related bespoke documents and a significant enjoyment of this aspect of the work
* An 'expert' in matters of tax efficiency and planning and the use of trusts, and a real passion to work in this area of the law.
* Experience of managing own work load effectively, particularly in a pressurised environment
* Strong organisational skills
* Flexible approach to work
* Excellent written and verbal communication skills
* Ability to demonstrate commitment to high quality and a customer service focus
* Ability to travel to, clients etc
* Strong ICT skills.
* Need experience of Agriculture and Landed Estates
Professional Qualifications:
At least a degree of 2:1 or evidence of a similar ability
Recognised professional qualification as a Solicitor entitling the role-holder to practice in England & Wales.
Current practising certificate (or entitlement to obtain one) from the Law Society
Evidence of continuing professional development in the areas of expertise outlined above.
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