Private Client Tax Specialist Paralegal

Are you a competent self-starter looking to develop your career in the legal sector?  A leading firm are seeking a proactive and organised Paralegal to join a busy Private Wealth team.

This role offers an exciting opportunity to support the Team Lead for Tax, Compliance, and Disclosure, as well as contribute to the broader Private Wealth team, in delivering exceptional tax services and guidance to a diverse clientele.

Key Responsibilities:

- Assist with trust accounts, estate accounts, charity accounts, and rental accounts.
- Proactively build and maintain professional relationships with clients, co-professionals, and other key contacts, including HMRC.
- Support the Team Lead in completing annual accounts, tax returns, and providing necessary information to beneficiaries and their accountants.
- Provide ad hoc and regular assistance with charity administration and tax disclosure work.
- Enter accounting information into spreadsheets, reconcile accounts, and maintain detailed transaction records.
- Maintain trust records, ensuring they are organised and meet necessary deadlines.
- Assist with the onboarding of new matters and carry out legal research.
- Arrange meetings, manage email inboxes, and handle diary management as required.
- Prepare, manage, review, and analyse legal documentation.
- Handle confidential client or case information with discretion.

Skills and Qualifications:

- Previous experience in a legal or professional services environment.
- Prior experience as a Paralegal or in a similar role is desirable.
- Strong research skills and numeracy are essential, with a basic understanding of Microsoft Excel.
- Proficiency in Microsoft Office applications, particularly Outlook, is required.
- Strong written and verbal communication skills.
- Competence in using legal database software.
- Ability to work independently in a fast-paced environment and as part of a team.
- Excellent organisational skills with meticulous attention to detail.
- Flexible, can-do attitude with the ability to stay calm under pressure.

If you are looking for a hands-on role where you can grow and develop within a dynamic team, we encourage you to apply.

This is a unique opportunity to gain valuable experience in a highly regarded Private Wealth team, with the potential to manage your own caseload under supervision as the role develops.  If you are looking for a new challenge, please email your CV to j.forshaw@clayton-legal.co.uk or call Justine for an informal chat on 0161 914 7357.

Clayton Legal recruits for law firms and In House departments across the UK.

Based in the North West, our pedigree and service levels give those looking to move in the legal market, and law firms looking to recruit a refreshingly different recruitment experience.

You will work with experienced professionals, dedicated to your success.

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