Associate Solicitor, Tax and Trusts Specialist

Purely Recruitment Solutions; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

A reputable legal firm in Devizes is seeking an experienced Associate Solicitor specializing in Tax and Trusts. The ideal candidate will have 5-7 years of post-qualification experience, strong knowledge of tax planning, and excellent communication skills. Responsibilities include managing your own workload, client development, and supervising junior staff. The role offers a full-time contract with a salary dependent on experience.

Qualifications

• 5-7 years post qualification experience required.
• In-depth understanding of tax planning and trusts.
• Ability to draft bespoke legal documents.

Responsibilities

• Manage own workload effectively under pressure.
• Promote legal services through local marketing.
• Supervise staff and provide team management input.

Skills

Inheritance Tax planning

Capital Gains Tax planning

Trusts and settlements knowledge

Excellent communication skills

Organizational skills

Client management

ICT skills

Education

Degree of 2:1 or equivalent

Recognised professional qualification as Solicitor

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.