Paralegal/Legal Executive - Central London - Legal 500

London (Central), London (Greater)
Attractive Salary and excellent benefits
19 Feb 2018
16 Mar 2018
Practice area
Private client, Tax
Full time
Contract type

Paralegal/Legal Executive - Legal 500 - Central London 

 Our Established Legal 500 Client are seeking an experienced accounting and tax manager to run a portfolio of estates and UK domestic trusts for a small but highly experienced Private Client Department of a long established legal practice with reputation for high quality private client work.
 Key Responsibilities and Duties to include:
 Production of annual trust accounts and Tax Returns using CCH software  - training to be provided
 Diarising and arranging payment of tax liabilities by due dates and considering how the liabilities will   be paid.
 Filing Tax Returns online and becoming proficient in the use of client records on the HMRC website
 Diarising other trust events such as income distributions and rent demands
 Generate invoices for periodic bills
 Corresponding with trustees, beneficiaries  and third party intermediaries where necessary for performance of tasks
 Perusing and summarising investment managers reports
 Attendance at the CCH Software User Group meetings
 Production of Estate Accounts on CCH Trust Accounts software – training to be provided
 Production of Estate Administration Tax Returns – training to be provided
 Will be expected to record time and reach required number of monthly chargeable hours
 Attend Private Client department meetings   
 Provide support to other Fee earners within the department in respect of trust and estate related matters
Required attributes
 Attention to detail
 Good numeracy
 Ability to organize and prioritise a workload
 Self motivation
 After initial training to be able to work with minimal supervision
 Basic understanding of investments.
 Have knowledge of recent compliance issues, such as Trust Registration Scheme and LEI.
This is a Full time position:  would suit a Legal Executive, Paralegal or someone with an accounting background. Please apply asap or email your cv to