Senior Tax Planner TTP

Contact


Senior Tax Planner TTP

Location: Crawley
Department: Tax, Trust & Probate
Start Date: ASAP

About the role:
  • The applicant must be able to provide in depth tax advice and run their own caseload with minimal supervision.
  • They will also need to be involved in the supervision and development of more junior lawyers within the team
  • Support the Head of Sales for Private Client in the delivery of the sales plan with business development initiatives
  • Managing a busy caseload, dealing with a wide range of tax and trust matters to include - lifetime tax planning (to cover Capital Gains, Inheritance and Income Tax advice); Will preparation; advising on existing trusts, to include drafting documents to terminate and vary trusts; the creation of new trusts; death and post death tax planning
  • Acting for and advising a wide range of private individuals but in particular those with high net worth, landed estate owners and owners of SMEs
  • Client liaison, both over the telephone and in person, taking instructions, providing progress updates and managing the financial affairs of the file
  • Supporting on Private Client business development initiatives
  • Supervising more junior team members and delegating work to them as appropriate
  • Meeting financial targets of at least 1,200 chargeable hours per annum

 

Do you have?

  • Been admitted as a Solicitor with the right to work in the UK and at least 7 years PQE in Private Client work in a respected regional or London practice
  • Extensive experience of providing tax planning advice to high net worth individuals
  • A client following or proven track record in business development demonstrating an ability to bring in good quality clients and work
  • Experience in offshore trust and tax matters and double taxation would be an advantage
  • Solid IT skills with a good working knowledge of Word, Excel and Outlook
  • STEP, CTA or ATT qualification
  • Client focus; the ability to build and sustain relationships
  • Commercial awareness
  • A good eye for detail, presentation and overall high work standards
  • Good time management skills and the ability to organise and handle a busy and varied caseload
  • Good communication skills and the ability to work as part of a team not only in TTP but with internal teams across the business to increase cross referrals  

If you do have the above and you would like to share in our purpose and can strengthen the services we offer, we would really like to hear from you! To apply contact the In-House Recruitment Team either in writing to the address below or by email to recruitment@asb-law.com

 

asb law LLP is an equal opportunities employer

 

asb law LLP, Origin Two, 106 High Street, Crawley, West Sussex, RH10 1BF

T: +44 (0)1293 861218 F: +44 (0)1293 861250