Probate Practitioner – Private Capital – Taunton

Vacancy details

We are seeking an experienced Probate Practitioner to join the estate administration unit in our Private Capital team dealing with a broad caseload of mainly taxable and complex estate work.

Role: Paralegal
Location: Taunton
Hours: Full Time
Term: Permanent
Vacancy Reference: 668-PTN

The role

Our Private Capital team in Taunton has an opportunity for a talented Paralegal to support the estate administration unit.

Providing high quality and pro-active Paralegal support, you will have a varied workload and be adept at organisational skills, managing your own time and juggling priorities accordingly.

You will be supporting the fee earners in the team in relation to the following:

• Advising executors about the content and the effect of Wills including any connected issues regarding the validity of the Will and on the operation of the Intestacy Provisions where no Will exists
• Advising on inheritance tax and capital gains tax issues that arise in connection with the deceased’s estate
• Liaising/negotiating direct with HMRC regarding the availability of reliefs and exemptions from inheritance tax
• Advising on the treatment and taxation of settlements under which the deceased had a life interest
• Advising on the utility and the operation of trust structures contained in Wills
• Advising on Deeds of Variation and Disclaimers
• Advising and preparing the full suite of inheritance tax returns and estate accounts
• Meeting with and liaising with clients directly throughout the administration process

We would expect you to have some experience in this area and full training and support will be provided.

We are a large and experienced team, led by four Partners, and there will be lots of training, guidance and support to assist you in getting fully up to speed with this complex area of law, and begin developing your own relationships with our clients.

It is an integral part of this role that you comply with data security and all firm policies and procedures.

About you

To be successful in this role, you will have previous experience working within probate/estate administration, managing your own caseload and assisting on other cases.

We expect you to be someone who takes pride in your work and in providing a first class service at all times, anticipating our clients’ needs in advance wherever possible, and paying meticulous attention to detail in all of your work.

You will have excellent communication skills, impeccable spelling and grammar, and be proficient with the usual Microsoft packages, including Excel and PowerPoint. We use a variety of different software packages here and so you need to be comfortable with learning new databases and bespoke IT systems.

You will have regular one-to-one contact with our clients, so you will be professional and credible, with integrity and the ability to build rapport with clients.

Finally, we are looking for someone who can demonstrate initiative and problem-solving skills, with a willingness to learn and develop, which will help you thrive in this role.

Apply

If you would like to apply for this vacancy, please send us your CV, together with a covering email/letter using the button below:

Apply

(If you have any difficulties with the link, you can email your application to us at careers@clarkewillmott.com)

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