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Private Client Legal & Tax Advisor, New Milton
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Client:
Trial Balance Consulting
Location:
New Milton, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
bfb934a4e506
Job Views:
5
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
We are still considering our shortlist. Suitably experienced candidates are invited to apply ASAP.
Private Client Legal & Tax Advisor – New Milton – competitive salary DOE
Trial Balance Consulting is excited to be working with a leading regional law firm currently looking to expand their Private Client team. They seek a skilled professional with a solid background in tax, estate planning, or trust management to join on a permanent basis.
This is a fantastic opportunity for candidates looking to apply their financial expertise in a legal setting. The key responsibilities include:
* Preparing and managing estate tax returns and related documents
* Supporting probate administration and estate management
* Advising clients on Powers of Attorney and trust matters
* Ensuring regulatory compliance in all work areas
* Building and maintaining relationships with private clients
Ideal candidates will be ACA or CTA qualified with at least 5 years of relevant experience in tax, estate planning, probate, or trust administration. STEP qualification (or equivalent) is desirable. Strong technical skills and the ability to handle complex matters while delivering excellent customer service are essential.
This role offers the chance to work with a reputable firm known for high-quality client service. If you’re seeking a new challenge and career growth, please contact Steve Roach promptly, referencing ref SR10569.
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