About the role

Undertake fee earning work and provide a profitable contribution to the work of the department. Ensure the successful development of the firm in line with the current published Business Plan. To assist with managing Estate Income Tax and Capital Gains Tax compliance, together with the Income Tax and Capital Gains Tax compliance to the date of death of the deceased, for the Private Client department. To participate in the marketing of the firm by active participation in networking, seminar provision etc. To maintain and improve client care. To work effectively with other departments. To develop own specialist areas of work.

Department: Private Client | Employment Type: Full-Time | Location: Wimbledon | Workplace Type: In office

Key tasks, duties and quality standards

• Providing legal and tax compliance in relation to the administration of deceased estates
• Compliance Work including: Preparation of annual Estate Tax Returns, Registration of Trusts and Estates on HMRC Trust Register, De-registration of Trusts and Estates on HMRC Trust Register, Maintenance of HMRC Trust Register, Inheritance Tax Returns (IHT100), Capital Gain Tax Property (60 Day) Reports
• To assist the department as a whole in meeting its fee earning targets
• Conduct of matters on behalf of clients
• Financial control with regard to cash-flow control
• Travelling to client meetings both in and outside the UK when required
• Promoting good file management
• To ensure compliance with regulatory procedures

Qualifications and skills

Qualifications: Qualified Solicitor; Fee Earning Paralegal; Fellow of the Chartered Institute of Legal Executives; ATT; or CTA.

Essential qualities: Demonstrates competence in chosen area of law, achieves targets, understands referral of work, shows willingness for firm activities, involved in practice development, clear understanding of firm values, high level of courtesy and respect, good commercial awareness.

Essential skills: Sound training, well-developed interpersonal and communication skills, ability to work effectively as part of a team and under pressure, computer literate, enthusiasm and commitment, knowledge of professional conduct and regulatory procedures.

Desirable: Relevant STEP Certificates, prior knowledge of regulatory requirements.

Rewards and benefits

Financial: Annual salary review, bonus scheme, 5% employer pension, death in service benefit, season ticket loan, paid professional memberships, long service rewards.

Health and Wellbeing: Private medical cover, company sick pay, Cycle to Work scheme, Employee Assistance Programme, socials.

Work Life Enrichment: 25 days annual leave plus bank holidays, enhanced maternity/paternity leave, flexible/hybrid working, sabbaticals, study leave.

Learning and Development: Trainee Solicitor programme, extensive CPD, annual performance reviews, personal career progression plans.

About [Employer hidden — sign up to reveal]

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Office location

[Employer hidden — sign up to reveal] Wimbledon, 7-9 Queens Road, Wimbledon SW19 8NG.