Senior Trusts & Tax Assistant

JR United Kingdom; Derby; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading regional law firm is looking for a Senior Trusts & Tax Assistant in Kent. You'll support the private client team dealing with high-net-worth individuals, managing trusts, preparing tax returns, and engaging with clients and trustees. This position emphasizes career longevity and values staff wellbeing, offering a chance to develop within a supportive team.

Qualifications

• Experience in trusts and taxes from the legal sector is ideal.
• Keen interest and relevant experience encouraged.
• Strong communication skills.

Responsibilities

• Support the private client team with trust management and administration.
• Prepare annual tax returns and conduct meetings with clients and trustees.
• Manage the full life cycle of trusts.

Skills

Experience in trusts

Experience in taxes

Communication

Job description

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Do you take pride in helping clients future-proof their lives? Join this leading regional law firm as their newest Senior Trusts & Tax Assistant in Kent.

Working within an award-winning team of 8, your role as Senior Trusts & Tax Assistant will support their leading private client team, working with a loyal client base of high- and ultra-high net worth individuals from your office in Tunbridge Wells.

You'll benefit from all the resources a full-service law firm can offer. As a firm that prides themselves on their attitude toward staff wellbeing, they hope to welcome an individual with a goal of real career longevity in mind.

This team works on the full life cycle of trusts, starting with their creation and dealing with their annual management. This consists of annual tax returns, as well as conducting various meetings with bodies such as the IFA, clients, trustees, and more.

For this Senior Trusts & Tax Assistant role, you will ideally:

• Have experience in trusts and taxes, gained ideally from the legal sector.

Does the above not resemble your experience? We recognise that job titles can be subjective, so if you have a keen interest in this area and relevant experience, we encourage you to get in touch.

This firm is committed to treating everyone with equal courtesy and respect, regardless of their minority status. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices.

Contact the Legal team—Hayley Rose or Chloë—at Harvey John for more information about this Senior Tax and Trusts Assistant role in Tunbridge Wells.

Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only, and was set by the agency. We are committed to continued improvement in terms of their diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.