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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: Dynamic role with a focus on confidentiality and client care.
- Why this job: Join a supportive 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 York 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 York
✨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 want you to feel confident discussing your experience and how it relates to the role. Practice common interview questions with a mate to get comfortable!
✨Tip Number 3
Showcase your skills! Bring examples of your previous work as a Legal Secretary, especially anything related to private client matters. This will help demonstrate your attention to detail and organisational skills during interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Tax Planning Legal Secretary in York
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 private client matters like trusts and probate. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in tax and trusts. Share specific examples of your previous roles that demonstrate your organisational skills and attention to detail.
Showcase Your Tech Skills: Since good Microsoft Office skills are essential, make sure to mention any relevant software or case management systems you've used. We love seeing candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can't wait to see what you bring to the team!
How to prepare for a job interview at KD Recruitment Limited
✨Know Your Stuff
Make sure you brush up on the key areas of tax, trusts, and inheritance planning. Familiarise yourself with common legal terms and processes related to the role. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Showcase Your Skills
Prepare examples from your previous experience that highlight your organisational skills, attention to detail, and ability to manage a busy workload. Think about specific instances where you provided excellent client service or supported a team effectively.
✨Practice Digital Dictation
Since the role involves using digital dictation, it’s a good idea to practice this beforehand if you're not already familiar. Being comfortable with this technology can give you an edge and demonstrate your readiness for the job.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the types of cases you’ll be handling, or how success is measured in the role. It shows you’re engaged and serious about the opportunity.