Paralegal (Tax & Trusts)
- Job type: Full-time
- Salary: Dependent on qualifications and experience
- Seniority: Paralegal
- Department: Wills, Trusts & Probate – Tax & Trust Team
- Office: Ware
Are you looking to advance your legal career whilst enjoying a healthy work/life balance? Do you want to join a firm that is as interested in your career progression as you are? Are you searching for a fulfilling role where what you get out is considered just as important as what you put in? And where the only ceiling is your ambition?
Then Attwaters Jameson Hill could be the firm for you.
With five offices spanning Hertfordshire, Essex and London, Attwaters Jameson Hill is a respected regional law firm with origins dating back well over a century. Our vision is to be the ‘go to’ private wealth legal practice in our region, through our commitment to excellent client care, integrity, teamwork, innovation, quality and respect.
In order to achieve our vision, we need people who are committed to excellence.
But we also know that our people have a right to expect excellence from us. That’s why we are dedicated to providing our staff with a nurturing environment, a structured career path that offers clear opportunities for progression, and all the support they need to thrive.
The role:
We are looking for a bright, enthusiastic Trust Paralegal, with a genuine interest in Tax & Trust work, and ideally with previous experience in a similar capacity, to join our busy Tax & Trusts team, based at our Ware office.
Your workload will mostly involve dealing with the day-to day administration of Trusts, but may also include assisting with some taking of instructions and preparation of basic Wills and LPAs.
Responsibilities will include involvement in:
Personal Injury Trusts
- day to day administration of the PI Trusts
- first port of call to trustees/beneficiaries
- dealing with trust distribution requests; queries relating to the trust; withdrawal of funds from trust accounts and portfolios; liaising with trustees and financial advisors; settling external invoices that relate to the trust; drawing up trust documents (trustee resolutions/deed of retirement and appointment any other documents needed)
- Setting up PI Trusts – drawing up Trust Deed and investing money
- Attending trust review meetings
- Tax returns
Life Interest Trusts
- Setting up Trusts; completion of relevant HM Land Registry documents and submission of the same
- Producing relevant trust documents for trustees
- Loaning money where more appropriate to do so from the Trust
General Trust work
- Tax returns
- Trust accounts
- Setting up and winding up discretionary trusts; dealing with the administration of ongoing discretionary trust matters
- Corresponding with all external professionals relating to a particular trust and liaising with settlors/beneficiaries/trustees of the trust
- Acting on ad hoc queries and creating new matters if necessary
- Declaration of Trusts
- Dealing with complex trust issues based on non-UK legislation
What we expect from you:
- You’re dedicated to providing excellent client service in line with our Service Pledge.
- You have a clean driver’s license and the ability to commute between our offices as and when required.
- You’re a team player who will always go the extra mile.
- A genuine interest in Tax & Trust work, ideally with previous experience in a similar capacity.
- Organised, methodical with a good eye for detail
- Excellent IT and communication skills
What you can expect from us:
- A structured career path that provides all the information you need to develop and progress.
- A supportive and nurturing working environment with monthly one-to-ones, department meetings and a six-monthly appraisal scheme.
- Holiday entitlement of 25 days per year, rising by one day per year of service to a maximum of 30 days.
- Automatic enrolment to our contributory corporate pension scheme (salary sacrifice).
- Automatic enrolment to our Employee Assistance Programme, which helps staff members experiencing personal problems that might adversely impact their work performance, health and wellbeing.
- Enrolment to our Healthcare Cash Plan after the probationary period. Cover includes dependant children and may be extended to partners or spouses at the employee’s expense.
- Access to Mintago, a comprehensive employee financial wellbeing platform.
- Each office has its own designated Social and Wellbeing champion, who is there to help promote good mental and physical health with a range of initiatives including social walks, book clubs, charitable activities and out-of-hours get-togethers and events.
- Annual staff events including summer and Christmas events, quarterly office lunches and our annual online Staff Quiz!
- And so much more! Click the button below for our full list of employee benefits.
Click ‘Apply’ to complete and submit your application – we can’t wait to hear from you!