Tax and Trust Fee Earner

Avocet Legal; Dorchester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A regional law firm in Dorchester is seeking a qualified Tax and Trust Fee Earner to join their successful team. The ideal candidate will possess at least 4 years of experience in tax administration and trust management. Responsibilities include preparing tax returns, managing trust administration, and building client relationships. This role offers flexibility with full-time and part-time options and comes with competitive salary and benefits, including generous vacation and pension scheme.

Benefits

Competitive salary

Flexible working arrangements

Generous holiday allocation

Contributory pension scheme

Qualifications

• Minimum 4 years' post-qualification experience.
• Comprehensive working knowledge of Tax and Trusts.
• Previous experience in preparing tax returns.

Responsibilities

• Prepare self-assessment tax returns for individual clients.
• Manage complex trust administration.
• Develop strong client relationships through communication.

Skills

Tax administration

Trust management

Client relations

Communication

Time management

Education

Qualified Solicitor or Chartered Legal Executive

Tools

CCH personal tax return software

Microsoft Office

Job description

Jo at Avocet Commercial Careers is delighted to present an exceptional opportunity for an experienced Tax and Trust legal professional to join a leading regional law firm. Opportunity Overview

A remarkable position has emerged for a qualified Tax and Trust Fee Earner to contribute to a thriving legal practice in Dorchester. This role offers flexibility with both full-time and part-time options available, making it an attractive opportunity for accomplished legal professionals seeking work-life balance.

About the Client

Our client is a prominent legal practice with a distinguished reputation across Dorset and Somerset. The firm is renowned for its commitment to professional development, offering transparent career progression pathways and a supportive environment that nurtures individual talent and collective success.

About the Role

We are seeking a highly skilled Tax and Trust fee earner to join our client's accomplished team in the Dorchester office. This role demands sophisticated understanding of tax administration, trust management, and client relations within a successful department.

Tax and Trust Lawyer Responsibilities

• Prepare and submit comprehensive self-assessment tax returns for individual clients
• Manage complex trust administration and ensure strict compliance with taxation reporting requirements
• Develop and maintain strong client relationships through proactive communication
• Gather and process intricate financial information with exceptional accuracy
• Manage multiple client priorities efficiently and effectively
• Contribute to the firm's business development and growth strategies
• Utilise advanced case management systems and tax preparation software
• Provide expert guidance on tax laws, income tax, capital gains tax, and applicable tax reliefs

Tax and Trust Fee Earner Requirements

• Qualified Solicitor or Chartered Legal Executive with minimum 4 years' post-qualification experience
• Comprehensive working knowledge of Tax and Trusts administration
• Proven expertise in preparing precise tax returns and trust documents
• Advanced understanding of tax legislation and trust structures
• Proficiency in personal tax return software (CCH preferred)
• Strong Microsoft Office skills
• Exceptional written and verbal communication abilities
• Demonstrated ability to work independently and collaboratively
• High level of professional integrity and initiative
• Excellent time management and organisational capabilities
• Proven ability to meet and exceed fee earning targets

Benefits

• Competitive, negotiable salary DOE
• Flexible working arrangements (full-time and part-time options)
• Standard working hours: Monday to Friday, 9:00 AM - 5:00 PM
• Generous holiday allocation: 25 days plus bank holidays (including half-day birthday leave)
• Contributory pension scheme
• Plus so much more!

The Ideal Candidate

The perfect candidate will be a detail-oriented, results-driven professional with a passion for tax and trust management. You will possess not only technical excellence but also the interpersonal skills to build and maintain client relationships. A STEP membership would be advantageous but is not essential.

This role presents an extraordinary opportunity to advance your legal career in a supportive and progressive environment with clear pathways to partnership.

Interested in this exceptional opportunity? Connect with Jo (Mrs H) at Avocet Commercial Careers for a confidential discussion on (phone number removed) or (url removed).