Paralegal/Legal Executive

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:
Trusts
 
 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
 
Estates
 
 Production of Estate Accounts on CCH Trust Accounts software – training to be provided
 
 Production of Estate Administration Tax Returns – training to be provided
 
General
 
 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 role would suit a Legal Executive, Paralegal or someone with an accounting background. Please apply asap or email your cv to mark@rgsearch.co.uk