Estates Tax Compliance Manager, Private Client, Wimbledon

We have an exciting opportunity for an Estates Tax Compliance Manager to join our Private Client team in Wimbledon.

TWM Solicitors is one of the largest legal practices in Surrey, and a leading law firm in the Southeast, with a strong history and heritage. Our specialist teams undertake the full spectrum of legal work, providing quality, practical and cost-effective solutions to individuals, businesses and other organisations. Central to our approach is a commitment to delivering the highest level of client service, working collaboratively across teams and delivering a progressive and modern approach to problem solving. The firm has been independently recognised for excellence by The Legal 500 and Chambers and Partners.

With an emphasis on creating an inclusive and supportive workplace and excellent work life enrichment, TWM genuinely cares about its people, their learning and development and career progression.

Purpose of the department

To provide a quality service in the provision of tax compliance services to clients and other departments.

Role overview

• Undertake fee earning work and provide a profitable contribution to the work of the department.
• Ensure the successful development of the firm in line with the current published Business Plan
• To assist with managing Estate Income Tax and Capital Gains Tax compliance, together with the Income Tax and Capital Gains Tax compliance to the date of death of the deceased, for the Private Client department.
• To participate in the marketing of the firm by active participation in networking, seminar provision etc.
• To maintain and improve client care.
• To work effectively with other departments.
• To develop own specialist areas of work.

How you will make an impact

Key tasks, duties and quality standards:

Providing legal and tax compliance in relation to the administration of deceased estates:

• Compliance Work including:

– Preparation of annual Estate Tax Returns

– Registration of Trusts and Estates on HMRC Trust Register

– De-registration of Trusts and Estates on HMRC Trust Register

– Maintenance of HMRC Trust Register

– Inheritance Tax Returns (IHT100)

– Capital Gain Tax Property (60 Day) Reports

• To assist the department as a whole in meeting its fee earning targets by providing help regarding advice and assistance to clients of the department as well as other departments of the firm.
• Conduct of matters on behalf of clients
• Shows willingness to become involved in activities of the firm both within and outside of the department to which the individual is assigned.
• Understands and undertakes referral of work to relevant departments and recommendation of work for other departments.
• Is involved in practice development and marketing activities for the department, office and firm with little need for supervision/guidance.
• Financial control with particular regard to cash-flow control through collection of monies on account and billing procedures.
• Travelling to client meetings both in and outside the UK when required
• Promoting good file management
• To ensure compliance with regulatory procedures.
• To maintain professional knowledge base including attainment of annual CPD points
• To assist during the absence of other fee earners
• Undertake other duties as from time to time required

Additional and or different duties

This job description is non exhaustive and the firm reserves the right to vary the duties and responsibilities of the post holder at any time according to the needs of the firm’s business.

To be successful in the role, we are seeking the following:

Qualifications

Any of: Qualified Solicitor; Fee Earning Paralegal; Fellow of the Chartered Institute of Legal Executives; ATT; or CTA.

Essential personal qualities, skills and abilities

• Demonstrates competence in the chosen area of law and practice (and a sufficient understanding and awareness of all relevant areas of law as appropriate) but recognises the need to develop and learn
• Achieves targets in respect of chargeable hours, fees, recovery rate, lock-up and non-chargeable time as appropriate
• Understands and undertakes referral of work to relevant departments and recommendation of work for other departments
• Shows willingness to be involved in activities of the firm outside of work within the department to which the individual is assigned
• Is involved in practice development and marketing activities for the department, office and firm with little need for guidance/supervision
• Demonstrates a clear understanding of, and alignment with, the values of the firm
• Demonstrates a high level of courtesy and respect in dealing with all colleagues, clients/key business introduces
• Demonstrates a good sense of commercial awareness

Essential skills, knowledge and abilities

• Sound training
• Well developed interpersonal, social and communication skills including an appreciation of the vulnerability of some of our clients, both generally and also specifically at distressing times
• Ability to work effectively as part of a team
• Ability to work effectively under pressure
• Computer literate with an ability to develop its use in own functional area
• Enthusiasm and commitment
• A sound knowledge of your responsibilities as a member of the firm including in the following areas:

– Rules and principles of professional conduct

– Conflicts of interest

– Confidentiality

– Relations with third parties

– Relations with other solicitors

– Regulatory and compliance procedures

Desirable skills, knowledge and abilities

• Prior knowledge of regulatory requirements

Our benefits and rewards

As well as offering you a competitive salary, at TWM you will also benefit from:

• Annual salary review
• Death in Service benefit of 4 x salary
• Interest free season ticket loan
• Paid professional memberships
• Long service rewards

Health and Wellbeing

At TWM we enjoy coming to work, not just to be with our colleagues, but also because we feel supported even through difficult times. You will receive:

• Private medical cover
• Company sick pay
• Cycle to Work scheme
• Employee Assistance Programme
• Health and Wellbeing initiatives

Yes, we enjoy coming to work and it’s even better if we can fit our work around the demands of everyday life, so we are keen to provide the following:

• Enhanced maternity/paternity leave, shared parental leave and adoption benefits

Learning and Development

TWM is only as good as its people and we want you to be the best you can be, so we will help you to develop and grow with the company by offering:

TWM Solicitors (www.twmsolicitors.com) is an Equal Opportunities Employer.

No agencies please

Related services

Law firms are required by our regulators, the Solicitors Regulation Authority (SRA), to collect and report workforce diversity data annually.

TWM genuinely cares about our people, and we will continue to find ways to improve their wellbeing and happiness, and our clients, ensuring they achieve the best outcome.

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