TPF Recruitment, Kent’s leading accountancy practicerecruitment agency, are supporting a fantastic firm of chartered accountants inTunbridge wells, in their search for a Will Writer to join their team on a part time basis.
This is an exciting opportunity to join the private client taxteam where you will be offered lots of autonomy.
1. Independently managing your own workload.
2. Taking initial instructions from clients.
3. Preparing and advising on Wills of variouscomplexities, drafting powers of attorney, and other estate planningdocumentation, ensuring all documents are legally accurate and professionallywritten.
4. Providing high-quality, timely, andprofessional advice.
5. Corresponding with executors, trustees,beneficiaries, and other professionals.
6. Attending clients in their own environments asrequired.
7. Referring complex trust inquiries, IHT advice,etc., to the partner.
8. Maintaining accurate and organized clientfiles and documentation on the company’s computer system.
9. Promoting acompassionate and sensitive disposition, ensuring a positive client experience,especially when dealing with the elderly or incapacitated.