Wills, trusts & tax paralegal
Wills, trusts & tax paralegal

Wills, trusts & tax paralegal

Chester Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist with managing estates and trusts, focusing on tax matters.
  • Company: Join a respected law firm in Chester known for its expert private client services.
  • Benefits: Enjoy competitive salary, 26 days leave, private healthcare, and a supportive work environment.
  • Why this job: Be part of a top-rated team, gain valuable experience, and contribute to meaningful client outcomes.
  • Qualifications: Prior legal or financial experience is a plus, but strong transferable skills are welcomed.
  • Other info: Opportunities for professional development and a commitment to equality and diversity.

The predicted salary is between 28800 - 43200 Β£ per year.

A highly respected and forward-thinking law firm in Chester is seeking a talented Paralegal to join their reputable Wills, Trusts & Tax (WTT) team. This is a fantastic opportunity for someone with a strong interest in private client work, particularly in the administration of taxable estates and trusts.

This role is ideal for candidates with some prior legal or financial experience, particularly those who understand tax and trusts. However, individuals with strong transferable skills and a proactive attitude are also encouraged to apply.

Key Responsibilities
  • Assist with the administration and management of estates and trusts, particularly those involving complex tax matters
  • Provide essential support to solicitors and fee earners in all aspects of private client work
  • Draft documents, liaise with clients, and ensure all matters are handled with discretion and professionalism
  • Maintain accurate records and ensure compliance with deadlines and procedures
  • Deliver outstanding client service and act as a trusted point of contact throughout the legal process
The Ideal Candidate
  • Previous experience as a Paralegal is desirable but not essential
  • Solid understanding of trusts and tax matters - experience from a legal or financial setting is advantageous
  • Excellent organisational and administrative skills
  • A keen eye for detail and a strong sense of responsibility
  • Confident communicator with a professional and approachable manner
  • Ability to work under pressure and manage multiple priorities
About the Team

The Private Client team has an excellent reputation and is ranked in leading legal directories, known for delivering expert advice to high-net-worth individuals. Their focus includes inheritance tax and capital gains tax planning, the creation and management of trusts, and drafting tax-efficient wills.

You will be working under the guidance of a nationally recognised department head with deep expertise in wills, estate planning, and international assets.

What's on Offer
  • Competitive salary
  • 26 days annual leave (increasing with length of service)
  • Enhanced pension scheme
  • Private health care cover
  • Death in service benefit (4x annual salary)
  • Supported parking scheme
  • Volunteering days
  • Option to buy and sell annual leave

This firm offers a supportive and collaborative working environment where professional development is actively encouraged. It is a fantastic opportunity for a motivated individual to join a progressive firm and build a rewarding career in private client law.

Equal Opportunities

The employer is committed to promoting equality and diversity in the workplace and welcomes applications from all qualified candidates regardless of background.

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Contact Detail:

Simpson Judge Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Wills, trusts & tax paralegal

✨Tip Number 1

Familiarise yourself with the specific laws and regulations surrounding wills, trusts, and tax in the UK. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the legal field, especially those who specialise in private client work. Attend relevant seminars or workshops to make connections and gain insights that could be beneficial for your application.

✨Tip Number 3

Prepare to discuss any previous experience you have with estate administration or tax matters, even if it’s from a different sector. Highlighting transferable skills can show your adaptability and readiness for the role.

✨Tip Number 4

Research the law firm thoroughly, including their values and recent cases they’ve handled. Tailoring your conversation to reflect their ethos during interviews can leave a lasting impression on the hiring team.

We think you need these skills to ace Wills, trusts & tax paralegal

Understanding of Trusts and Taxation
Legal Research Skills
Document Drafting
Client Liaison
Attention to Detail
Organisational Skills
Administrative Skills
Confidentiality and Discretion
Time Management
Communication Skills
Ability to Work Under Pressure
Proactive Attitude
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫑

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Wills, Trusts & Tax Paralegal position. Familiarise yourself with the key tasks such as estate management and tax matters to tailor your application accordingly.

Highlight Relevant Experience: If you have prior legal or financial experience, be sure to highlight this in your CV and cover letter. Even if your experience is not directly related, focus on transferable skills that demonstrate your ability to handle complex tasks and client interactions.

Craft a Strong Cover Letter: Your cover letter should reflect your enthusiasm for private client work and your understanding of trusts and tax. Use specific examples from your past experiences to illustrate your skills and how they align with the firm's needs.

Proofread Your Application: Before submitting your application, take the time to proofread all documents. Ensure there are no spelling or grammatical errors, and that your information is clear and concise. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at Simpson Judge Ltd

✨Show Your Understanding of Wills and Trusts

Make sure to brush up on your knowledge of wills, trusts, and tax matters before the interview. Being able to discuss these topics confidently will demonstrate your genuine interest in the role and your understanding of the complexities involved.

✨Highlight Transferable Skills

Even if you don't have direct experience as a paralegal, focus on your transferable skills. Discuss any relevant experience from previous roles that showcases your organisational abilities, attention to detail, and client communication skills.

✨Prepare Questions for the Interviewers

Come prepared with thoughtful questions about the firm and the Wills, Trusts & Tax team. This shows your enthusiasm for the position and helps you assess if the firm is the right fit for you.

✨Demonstrate Professionalism and Discretion

Since the role involves handling sensitive information, it's crucial to convey your understanding of confidentiality and professionalism during the interview. Share examples of how you've maintained discretion in past roles.

Wills, trusts & tax paralegal
Simpson Judge Ltd
Location: Chester
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