J&T Business Consulting
Legal Director - Private Client
Nottingham
Posted about 2 months ago
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What you will be doing:
- Provide high-quality private client advice to all clients to include advising on; inheritance tax and succession planning, preparing Balfour type reviews of businesses to ascertain the trading status of the client’s business and advising on ways in which this can be improved, drafting wills, trusts, letters of wishes and powers of attorney including business powers of attorney
- Develop and maintain good client relationship skills, gaining clients’ confidence and that of other professionals
- As a senior member of the team, you will help to supervise and mentor junior Solicitors.
- Participate in the growth and development of the department / firm by attracting additional business from new and existing clients
- Undertake legal research to ensure accuracy of advice and procedures
- Supporting internal procedures and systems including file / case management and time recording
- To be able to demonstrate that technical expertise and competence across a sufficiently wide area
- Willing and able to work without significant supervision
- The flexibility to work outside normal office hours may be required from time-to-time
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What you will need:
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- A good solid background in all areas of private client work – including the production of Trust and Estate Accounts and Tax Returns
- Developed a particular strength and reputation in your work area demonstrating technical excellence but equally important, you will be commercially aware with strong business development skills
- Excellent written and verbal communication skills
- You will be a self-starter, able to demonstrate high levels of initiative and motivation, but also willing to work closely with other team members at all levels
- A demonstrable track record of managing assigned tasks in an assertive, efficient and timely manner with excellent attention to detail
- Be able to multitask and keep calm under pressure
- We expect you to be able to use your initiative, and be a forward-planner, anticipating the needs of your clients and colleagues wherever possible
- STEP qualified or willing to study for it
- There will be a requirement to travel so a full clean driving licence is required
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Skills
Inheritance tax planning
Succession planning
Trust administration
Estate accounts
Tax returns
Will drafting
Power of attorney
Business development
Legal research
Mentoring
Client relationship management
Case management
Time recording
Technical excellence
Commercial awareness
Communication skills