We have a fantastic opportunity for a Tax Advisor to join an our highly regarded Wealth Preservation team.
In this role you will support our lawyers to advise clients on a range of matters, including preparation of annual trust accounts and Tax Returns, managing the completion of personal Tax Returns for beneficiaries, assisting the probate division in dealing with tax affairs, preparing capital ga...
At Greenwoods its all about growth and we see contentious probate practice as a key part of our firms future. We want to hear from experienced contentious probate lawyers who share the same passion for client service, the drive to win work and who are looking to develop their career in a dynamic and progressive business. This is an exciting opportunity for an ambitious senior solicitor who is seeking a path to Partnership. We have a hugely successful and growing Disputes and Wealth Preservation team which has recently been bolstered by a nine strong Private Client team move from Ince & Co, headed up by Matthew Biles. This role will work closely with our Disputes and Wealth Preservation Teams. About you Our ideal candidate is likely to have at least 8 + PQE and have significant experience in contentious probate work, with a good understanding of the challenges in relation to the validity or construction of wills. This will include all types of inheritance disputes including applications contesting the validity of wills, applications to remove executors and/or trustees, claims for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975, rectification of Wills and breach of trust claims, and contentious Court of Protection applications. You may have experience with professional negligence claims relating to wills, trusts or tax advice, multi-jurisdictional estates including domicile disputes, and/or experience with property beneficial ownership / TLATA disputes. This is an exceptional opportunity for the right candidate who is seeking a path to Partnership.In the short term, a key part of this role will be taking on existing work generated by the Wealth Preservation Team. In the long term, the role will focus on creating and delivering new work. The successful candidate will possess great technical expertise, along with a desire to develop and implement a business development strategy, and demonstrable experience in forming long-standing client and referrer relationships. We invest in the stories of our clients. We work with real people, doing remarkable things across a variety of situations. As lawyers, we dedicate ourselves to providing tailored advice and support that makes a positive impact on the people who need us. We have a strong belief in delivering excellent client service, taking the time to understand client requirements, objectives and concerns and provide bespoke solutions to complex situations; enjoy building relationships across our teams and locations and be able to do so quickly; possess strong communication skills and a flexible approach; be proactive in taking action and be innovative to realise the firms ambitions; and be self-motivated, able to prioritise workloads and meet deadlines whilst remaining resilient under pressure and competing demands. If the above sounds like you then please get in touch. Either apply by clicking the link below and uploading your CV or call a member of the Greenwoods Talent Team onto find out why we're not an Identikit Law Firm. JBRP1_UKTJ
We have a fantastic opportunity for a Tax Advisor to join an our highly regarded Wealth Preservation team. In this role you will support our lawyers to advise clients on a range of matters, including preparation of annual trust accounts and Tax Returns, managing the completion of personal Tax Returns for beneficiaries, assisting the probate division in dealing with tax affairs, preparing capital gains tax returns and calculating liabilities to inheritance tax, capital gains tax and income tax. Main duties include: Supporting and working closely with our Head of Tax and Trusts. Preparing Trust & Estate Self-Assessment tax returns and personal tax returns using the firms software (CCH), for review by a senior member of the team. Managing all related correspondence with clients, HMRC and third parties as required. Managing the completion of personal tax returns for a range of HNW individuals. Assisting the Wealth Preservation team in dealing with tax affairs to date of death, Estate Returns. Completing tax returns for Trusts and Estates, for review by a senior member of staff. Preparing ad hoc advisory work. Finalise correspondence with clients and HMRC to explain technical issues in an easily understandable manner; Dealing with the day-to-day administration on client files, including filing Trust and Estate tax returns and diarising & arranging payment of tax liabilities by due dates and considering how the liabilities will be paid. Our ideal candidate will be looking to build on their existing experience of Trust and Estate administration, ideally being full- / part-qualified Association of Taxation Technicians (ATT) or Association of Accounting Technicians (AAT) We are looking for a candidate that has a good understanding of the tax position of individuals, all trust structures and estates and actively maintain your technical knowledge. We are flexible as to where you gained your tax and trusts experience be that from an accountancy firm, tax boutique or from another law firm. Regardless of the sector, your experience will include personal income tax compliance and planning, Capital Gains Tax compliance and planning as well as Trust and Estates accounting and taxation. Greenwoods places importance on our client relationships, so you must be commercially astute with a client-focused attitude. A key part of the role will be to create and deliver new work for the team. You will have excellent business development skills to market our existing capability in this area and grow our client base. We offer hybrid working with 3 days in the office 2 days WFH JBRP1_UKTJ
At Greenwoods its all about growth and we see contentious probate practice as a key part of our firms future.
We want to hear from experienced contentious probate lawyers who share the same passion for client service, the drive to win work and who are looking to develop their career in a dynamic and progressive business. This is an exciting opportunity for an ambitious senior solicitor who is seeki...
