Private Client and Tax Paralegal

About [Employer hidden — sign up to reveal]

[Employer hidden — sign up to reveal] is a law firm focused on people, performance, and collaboration. For over 130 years, we have supported remarkable individuals and organizations at defining moments. We are united in integrity, quality, and collaboration, with a culture of high performance and exceptional client service.

Private Client and Tax Division

The world’s only global law firm dedicated to the personal and private capital needs of high-net-worth individuals and families. Our team is the largest of its kind, generating ~55% of the firm’s revenues, with over 300 people advising on domestic and international tax, estate planning, succession, and philanthropy.

The Role

We are looking for an experienced, competent self-starter to assist Trust Managers in delivering premium service to clients, including trustees. You will handle organisation, administration, and client work to ensure timely and efficient service delivery across a range of private client legal matters.

Key Elements

• Legal research
• Attending client meetings – taking notes, coordinating actions
• Organising meetings, managing e-mail and diary
• Preparing Terms of Engagement and Know Your Client documentation
• Supporting Trust Managers with annual accounts, tax returns
• Supporting the Chief Executive of the trust corporation
• Document management, review and analysis
• Maintaining trust records and meeting deadlines
• Preparing draft wills, LPAs, trust deeds, nominee agreements
• Assisting with Trusts Register, Inheritance Tax Accounts, Gift Aid
• Producing accurate high-quality work using firm’s software (Word, Excel, PowerPoint, Elite 3E)
• Liaising with investment managers and drafting trustee investment policy statements
• Effective proactive communication with clients and staff
• Resolving accounting queries and producing monthly bills

Key Skills & Experience

• Excellent organisation skills
• Passionate about exceptional client service
• Previous paralegal or similar experience desirable
• Ability to work with others and keep projects on track
• Inquisitive nature and desire for process improvements
• Ability to acquire new skills and understand sophisticated concepts
• Integrity to handle confidential information
• Technically competent in Word, PowerPoint, Excel
• Flexible, can-do attitude
• Strong research skills
• Team player, calm under pressure
• Financial aptitude for billing
• Strong academics
• Excellent written and verbal communication

Essentials

• 9:30am – 5:30pm with flexibility
• Minimum two days per week in the office
• 12-month fixed term contract
• Flexible benefit package

For further information, contact the recruitment team at [Employer hidden — sign up to reveal].