Trust & Estates Executive Job at Churchgate Accountants (Bury St Edmunds)

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Attorney/Lawyer

This role primarily revolves around the legal industry, specifically in the Trus...

Location

United States , Clayton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must hold a professional degree in Law (JD, LLB, or equivalent)
Minimum of 3 years of experience practicing law
Proficiency in Case Management Software and Document Management
Proven skills in Briefing, Civil Litigation, and Complaint Handling
Must be a Licensed Attorney
Experience in Estate Law, Estate Planning, Estate Tax, Trusts, and Estates
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities
Ability to handle pressure and meet tight deadlines
High level of professional ethics and integrity

Job Responsibility

Oversee the preparation and execution of estate planning documents
Manage case files using case management software
Coordinate with clients to resolve their inquiries and complaints in a professional manner
Maintain detailed records of all legal proceedings and client interactions
Handle the preparation and filing of gift and estate tax returns
Administer trusts and manage probate matters effectively
Use briefing skills to present complex legal matters in a clear manner
Maintain a high degree of expertise in estate law and planning
Use Document Management skills to keep all legal documents organized
Ensure compliance with all legal regulations and keep updated with changes in estate law

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Estate Planning Paralegal

We are seeking an experienced Estate Planning Paralegal to assist in the prepara...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents

Job Responsibility

Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems

What we offer

Very competitive salary
100% health insurance coverage
Ample vacation and PTO
Retirement savings plan
Professional development opportunities

Fulltime

Private Client Lawyer

Coodes LLP has been named one of the UK’s leading law firms in the 2026 Chambers...

Location

United Kingdom , Truro

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Solicitors, Chartered Legal Executives, or Lawyers with proven experience in a Private Client setting, ideally with 5+ years of post-qualification experience
Proficiency in advising clients on inheritance tax mitigation, estate and succession planning, and trust management
Experience in handling a varied and complex caseload, including the creation of trusts and the administration of complex, taxable estates
Exceptional attention to detail and drafting skills for Wills, Trusts, and Powers of Attorney
Ability to work independently and collaboratively within a team, including mentoring and supporting junior team members
Excellent communication skills with the ability to build relationships with clients and provide clear and empathetic advice
Active participation in the firm's business development initiatives, such as networking and marketing efforts
Willingness and ability to travel within the county as required

Job Responsibility

Manage a diverse caseload, providing expert advice to clients across a broad spectrum of Private Client matters
Drafting Wills
Advising on Tax and Succession Planning
Preparing Lasting Powers of Attorney
Creating and administering Trusts (in collaboration with our in-house Trust Manager)
Managing Estate Administration

What we offer

Group pension plan
Medical cash plan
Life assurance
Holiday trading
Private medical insurance options
Cycle to work
Discounted shopping platform

Fulltime

Attorney

Excellent opportunity with a midsize client-centric law firm dedicated to excell...

Location

United States , Garden City

Salary:

125000.00 - 150000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Must be a licensed attorney admitted to practice in New York
A minimum of 3 years of experience in Trusts & Estates law, with preference for candidates with 3-5 years of experience
Proven expertise in preparing estate tax returns and handling matters related to estate planning and administration
Strong knowledge of estate and gift tax laws and regulations
Excellent communication and interpersonal skills for client interactions
Ability to manage multiple cases and deadlines efficiently
Detail-oriented with strong analytical and problem-solving skills

Job Responsibility

Draft estate plan documents such as Wills, Grantor Trusts, revocable and irrevocable trusts, QPRTs. CRUTs/CRATs, and ILITS
Handle all facets of estate administration including preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate distribution, will contests, accountings and miscellaneous proceedings
Meet and interview clients for estate plans and supervise will executions
Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration, trust administration and disputes in connections with estate and trust administration
Research complex estate and gift tax issues

What we offer

Bonuses: discretionary and merit based
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Enterprise Account Executive

We are investing in and expanding our sales team to further our growth in the mu...

Location

United States , New York

Salary:

250000.00 - 300000.00 USD / Year

Findigs

Expiration Date

Until further notice

Requirements

7+ years of proven experience in an outbound, quota-carrying sales role
3+ years dedicated to closing complex deals with Enterprise or Strategic accounts
A highly strategic, consultative approach to sales
A track record of orchestrating a disciplined sales process across multiple internal and external stakeholders and consistently exceeding ambitious, multi-million-dollar revenue targets
Expert proficiency in contract negotiation, legal review, and deal structuring for high-value, long-term agreements
Extensive experience building meaningful, C-suite level relationships and negotiating with exceptional clarity, business acumen, and respect
The drive to strategically sell innovative and disruptive products, building executive trust quickly and developing complex business cases and ROI models

Job Responsibility

Own and execute complex sales cycles by selling directly to C-level executives and senior leadership within the largest property management companies
Develop and lead a strategic account plan for a defined territory of enterprise prospects, collaborating with a dedicated Sales Development Representative to identify and penetrate key target accounts
Orchestrate a cross-functional internal team (including Implementation, Customer Success, Legal, and Product) to drive the deal to close and ensure a flawless transition for strategic, long-term customer success
Expertly navigate complex organizational structures and procurement processes, managing a multi-threaded pipeline of opportunities that involve 6-12 month or longer sales cycles
Act as the voice of the Enterprise customer internally, working closely with the Findigs Product team to influence the product roadmap, expand platform use cases, and challenge the status quo for category creation
Maintain impeccable Salesforce hygiene, providing accurate, data-driven forecasting for predictable quarterly and annual revenue attainment

What we offer

Competitive OTE + Pre-IPO equity
Unlimited Paid Time Off (PTO) policy
All-company holidays
Health benefits
401(k) matching up to 4%
Monthly gym stipend
Lunch provided every day

Fulltime

Senior Associate

A prestigious law firm based in Guildford is seeking a Senior Associate to join ...

Location

United Kingdom , Guildford

Salary:

70000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive (CILEx) with experience in private client law
STEP qualification is highly desirable
Strong technical understanding across estate planning, trusts, probate, and tax matters
Confident managing a full caseload independently with high attention to detail
Empathetic, personable, and professional in supporting clients during emotionally challenging periods
A genuine interest in mentoring and team development

Job Responsibility

Manage a varied and complex caseload of private client matters, including wills, powers of attorney, inheritance tax and capital gains tax planning, estate administration, and trust creation and management
Advise high-net-worth individuals and families on sensitive matters such as succession planning, lifetime gifting, and estate preservation
Handle significant estates with professionalism, discretion, and attention to detail
Support and mentor junior lawyers within the team, fostering professional development
Contribute to marketing and business development initiatives, helping to build lasting client relationships and enhance the firm’s profile in the private client sector

What we offer

Hybrid working available
28 days annual leave plus bank holidays
Private medical insurance, income protection and life assurance
Firmwide bonus scheme and generous pension contributions
Excellent career progression with a top regional firm

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

Trust & Estates Executive

Churchgate Accountants

Location:
United Kingdom , Bury St Edmunds

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 01, 2026

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