- 1PQE +
- £40-£60K DOE
- Manage estates, trusts, and inheritance tax matters
- Handle a diverse caseload of private client issues
- Resolve tax liabilities and oversee related financial matters
- Assist with tax planning (previous experience is a plus)
- Manage client communications effectively
- Strong team player, adaptable to new situations
- Professional, proactive, and attentive to client care with sensitivity
- Excellent organisational and analytical abilities
- Self-driven, with sound judgment and initiative
- Proficient in IT, particularly in Microsoft Office and document management systems
- STEP qualification is advantageous but not essential