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- Tasks: Support a specialist team with tax, trusts, and probate matters in a busy legal environment.
- Company: Respected law firm in York with a focus on private client services.
- Benefits: 25 days holiday, employee discounts, and opportunities for career development.
- Other info: Be part of a supportive team that values confidentiality and client care.
- Why this job: Join a growing team and make a real impact in clients' lives through excellent service.
- Qualifications: Experience as a Legal Secretary or similar role, with strong typing and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced Legal Secretary in the York area looking for a new opportunity within a respected and well-established law firm? Would you like to work as a Legal Secretary within a Tax and Trusts department, supporting a specialist team with private client matters including trusts, probate, inheritance tax planning, wills, estate administration and lasting powers of attorney?
We are recruiting for a successful regional solicitors firm based in York, who are looking for a highly organised and proactive Legal Secretary to join their busy Private Client Tax and Trusts team. This is a fantastic opportunity for someone with previous experience as a Legal Secretary, Legal Assistant or Legal Administrator who enjoys working in a professional legal environment and supporting fee earners with high-quality secretarial and administrative support.
The role has become available due to continued growth within the department, and would suit someone who takes pride in delivering excellent client service, maintaining accuracy and keeping a busy legal team running smoothly.
What the Legal Secretary job involves:
- You will be providing full secretarial and administrative support to fee earners working across tax, trusts, inheritance tax planning, probate and estate administration.
- You will liaise with clients, trustees, beneficiaries, HMRC, the Probate Registry, the Office of the Public Guardian and other professional contacts.
- Preparing and amending legal documents and correspondence.
- Using digital dictation.
This is a varied Legal Secretary role in York where attention to detail, discretion and strong organisation will be essential. You will be working with sensitive private client matters, so a professional, empathetic and client-focused approach is key.
We are looking for someone who has previous experience working as a Legal Secretary, Legal Assistant, Legal Administrator or Private Client Secretary, ideally within one or more of the following areas:
- Private Client
- Tax and Trusts
- Inheritance Tax Planning
You will need strong typing and document production skills, excellent attention to detail and the ability to manage a busy workload. Good Microsoft Office skills are essential, and experience using a legal case management system would be an advantage.
This role would suit someone who enjoys being part of a supportive legal team and who understands the importance of confidentiality, accuracy and excellent client care.
25 days holiday plus Bank Holidays.
Employee discount scheme.
Discounted legal fees.
This is a great opportunity for an experienced Legal Secretary in York or someone with strong legal administration experience who is looking to develop their career within a specialist Tax and Trusts / Private Client department.
Tax Planning Legal Secretary in Middlesbrough employer: KD Recruitment Limited
Contact Detail:
KD Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Planning Legal Secretary in Middlesbrough
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who might know about openings in Tax and Trusts. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax planning and trusts. We recommend having a few examples ready that showcase your experience as a Legal Secretary, especially in handling sensitive client matters.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Legal Secretary role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace Tax Planning Legal Secretary in Middlesbrough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Planning Legal Secretary role. Highlight your experience in legal secretarial work, especially in areas like trusts and probate, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working in a legal environment and how your skills align with the needs of our Tax and Trusts department.
Showcase Your Skills: Don’t forget to mention your strong typing and document production skills. We want to see that you can handle a busy workload while maintaining accuracy and attention to detail.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at KD Recruitment Limited
✨Know Your Stuff
Before the interview, brush up on your knowledge of tax and trusts, inheritance tax planning, and probate. Familiarise yourself with common legal terminology and processes in these areas, as it will show that you’re serious about the role and can hit the ground running.
✨Showcase Your Organisational Skills
As a Legal Secretary, being organised is key. Prepare examples of how you've managed busy workloads or supported a team effectively in the past. This could be through managing documents, scheduling meetings, or ensuring deadlines are met. Be ready to discuss these experiences during the interview.
✨Demonstrate Client Care
Since this role involves liaising with clients and other professionals, be prepared to talk about your approach to client care. Share specific instances where you’ve provided excellent service or handled sensitive situations with discretion and empathy. This will highlight your suitability for the role.
✨Practice Digital Dictation
If you have experience with digital dictation software, mention it! If not, consider doing a quick online tutorial to familiarise yourself with the basics. Being able to demonstrate your tech-savviness can set you apart from other candidates, especially in a modern legal environment.