A busy Private Wealth department within a top City Law Firm have a great role for a Paralegal in their London Office. They are looking for a competent self-starter to assist the Team Lead for Tax, Compliance and Disclosure and the wider Private Wealth team to deliver tax services, advice and guidance to clients. The role will involve a high level of organisation and administration, to ensure that client work is completed in a timely and efficient manner and high levels of client service delivery are achieved.
They work with a broad range of clients including individuals, trustees and beneficiaries as well as co-professionals in other departments and from other organisations including administrators, banks, investment managers, financial advisors and accountants in relation to a range of Private Wealth related legal matters. As the role develops, there is a possibility of managing own caseload under supervision. There is also the requirement to support the wider Private Wealth team as and when needed.
The person will be involved in a busy team and will have responsibilities and duties which will include but will not be limited to:
Responsibilities
- Working with our Private Wealth team to assist with tasks such as trust accounts, estate accounts, charity accounts and rental accounts;
- To take a proactive approach in building professional relationships with clients, co-professionals and other contacts including HMRC;
- Supporting the Team Lead for Tax, Compliance and Disclosure with completing annual accounts, tax returns and providing beneficiaries and their accountants with necessary information
- Providing other ad hoc and regular assistance with charity administration and tax disclosure work;
- Entering accounting information into spreadsheets, reconciling accounts, and keeping detailed records of transactions to a high standard
- Maintaining trust records in an orderly fashion and meeting necessary deadlines;
- Assisting with the onboarding of new matters;
- Carrying out legal research;
- Arranging meetings, managing email inboxes and diary management where appropriate;
- Preparing legal documentation we well as document management, review and analysis; and
- Handling confidential client or case information.
Experience, skills and qualifications
- Previous experience of working in a legal or professional services;
- Previous experience working as a Paralegal (or in a similar role) is desirable;
- Strong research skills
- A strong communicator with a willingness to learn and develop;
- Numeracy is essential and a basic understanding of Microsoft Excel ideal;
- Technically competent in other Microsoft Office applications including Outlook;
- Proactive individual who enjoys a hands-on role;
- Excellent written and verbal communication skills;
- Proficiency in using legal database software;
If you would like to discuss the role in more detail please get in contact with Ella Britton