Careers

We are currently seeking a highly skilled and motivated Tax Technician to join our growing Private Client Team.

The successful candidate will be either full or part ATT qualified and will be responsible for providing high-quality tax services to a diverse range of clients including high net worth individuals.

With a positive and proactive attitude, the successful candidate will have excellent communication skills as well as a strong understanding of tax regulations. You will need to be confident in managing complex tax matters ensuring compliance with tax laws and regulations and be able to maintain high attention to detail whilst working to tight deadlines.

Key tasks and responsibilities:

Tax Compliance:

– Preparation and submission of personal, trust and estate tax returns.
– Ensure tax returns comply with all current tax legislations and guidelines.

Trust and Estate Administration:

– Preparation and submission of Probate Applications.
– Liaising with HMRC and the Probate Registry about those applications.
– Assisting colleagues in the progression of estate administrations and production of Estate Accounts in finalisations of the administration.
– Preparation of Trust Accounts.
– Registration of Trusts with the Trust Registration Service.

Client Relationship Management:

– Build and maintain relationships with clients to ensure exceptional service.
– Communicate complex tax matters in a clear and concise manner to clients.

Research and Analysis:

– Keep up to date with changes in tax laws and regulations.
– Analyse and interpret tax legislation to apply it effectively to client cases.

Continuous Professional Development:

– Maintain the ATT qualification and participate in relevant training and development to stay updated on tax legislation and practices.

Skills/Experience:

– ATT qualification (or equivalent) is required
– A solid understanding of UK tax legislation and practical tax experience.
– Knowledge of personal, trust, estate, VAT, and other relevant tax laws.
– Proficiency in tax software, Microsoft Office, and tax compliance systems.
– Strong written and verbal communication skills for both technical and client-facing tasks.
– Ability to manage multiple tasks while maintaining accuracy and quality.

The successful candidate will benefit from an attractive pay and rewards package, including a competitive salary, 24 days holiday per year, contributory pension scheme, private health insurance and free parking.

To apply, please send a copy of your CV, attaching a covering letter, to Claire Howarth, HR Manager at [email protected] using the button below. Your covering letter should explain your reasons for applying for the role and why you think you’re suitable.

Barker Gotelee LLP is an Equal Opportunities employer; we welcome applicants from all backgrounds. We strive to create an inclusive and accessible recruitment process for all candidates. Should you require any reasonable adjustments or additional support at any stage of the recruitment process please do not hesitate to contact our recruitment team: [email protected]

We are currently seeking a highly organised Private Client Assistant to join our successful Private Client Team.

The successful candidate will work closely with an experienced team to assist with delivering expert legal services related to estate planning, trusts, probate, Wills, and Lasting Powers of Attorney.

With a strong focus on client care, the successful candidate will be dedicated to delivering high levels of service. You will need to have excellent written and verbal communication skills, as well as being confident in managing a diverse workload and working to tight deadlines. Attention to detail will be key in drafting legal documents, conducting research, and maintaining client files while supporting clients throughout legal processes all while ensuring confidentiality and compliance with legal regulations.

Key tasks and responsibilities:

Colleague Support:

– Assist in the preparation and drafting of estate planning documents, including Wills, trusts and powers of attorney.
– Meet with clients to gather necessary information for drafting documents.
– Review and ensure all documents comply with current legal standards and client wishes.
– Assist with the administration of trusts and estates, including the preparation of probate documents and court filings.

Client Support:

– Save as a point of contact for clients, addressing queries and providing updates and ongoing matters.
– Manage and organise client files, ensuring all information is up to date and easily accessible.
– Maintain confidentiality and professionalism while dealing with sensitive client information.

Research and Documentation:

– Conduct legal research on estate planning, tax law, and other private client related matters and creating reports for solicitors based on case specifications.
– Conduct other legal administrative tasks such as billing, timekeeping and maintaining databases.
– Monitoring changes to government guidelines or regulations and submitting reports on pertinent changes.

Preferred Skills/Experience:

The role could suit an unqualified candidate with fee-earning experience or alternatively someone with strong academics who is keen to further their career in a legal environment.

– Previous experience working in a law firm or legal department, preferably private client.
– Exceptional organisational skills and the ability to handle multiple tasks simultaneously.
– Excellent verbal and written communication skills, with the ability to interact professionally with clients and colleagues.
– Strong attention to detail, with the ability to prepare accurate and compliant legal documents.
– Ability to work independently while also being a team player.
– Ability to handle confidential information with discretion.
– Excellent interpersonal skills.
– Proficiency in Microsoft Office Suit and legal software (e.g. Clio, LexisNexis).

The successful candidate will benefit from an attractive pay and rewards package, including a competitive salary, 24 days holiday per year, contributory pension scheme, private health insurance and free parking.

To apply, please send a copy of your CV, attaching a covering letter, to Claire Howarth, HR Manager at [email protected] using the button below. Your covering letter should explain your reasons for applying for the role and why you think you’re suitable.

Barker Gotelee LLP is an Equal Opportunities employer; we welcome applicants from all backgrounds. We strive to create an inclusive and accessible recruitment process for all candidates. Should you require any reasonable adjustments or additional support at any stage of the recruitment process please do not hesitate to contact our recruitment team: [email protected]

We are currently seeking a highly organised Compliance Assistant to join our growing Business Support Team.

With a positive enthusiastic attitude, the successful candidate will have a high level of written and verbal communication skills as well as excellent organisational skills. You will need to be confident in managing a full workload and working to tight deadlines whilst maintaining high attention to detail.

Key tasks and responsibilities: 

– Assisting with Client Due Diligence administration and monitoring compliance policies and procedures across the business.
– Assisting with the monitoring and reporting of all compliance risks.
– Preparing and managing routine file reviews.
– Assisting with the provision of guidance and support to staff in all matters relating to compliance regulation and promoting good practice.
– Assisting with lender panel memberships.
– Assisting with identifying and organising compliance training for all staff.
– Keeping up to date with the latest AML guidance.
– To undertake continuing professional development as required by the firm or any other relevant body.
– To attend departmental and any other meetings as required.
– Undertake any other tasks which are consistent with the level and scope of the role, as may be reasonably requested by the firm.

Skills/Experience:

Applicants should be aware that there are unique challenges when working in the risk and compliance environment of a law firm. Applicants should have knowledge of, and previous experience with, AML regulations and KYC procedures, preferably within a legal environment. The role requires a team player who is organised, has the ability to work under pressure and yet maintains good attention to detail. A professional approach along with excellent communication skills and the ability to use discretion will be necessary since the role will involve dealing with employees, partners and external agencies. Excellent IT skills and previous experience of team working is essential. You will have a client-focused approach.

Commitment to excellent client service is at the heart of everything we do. Our core values define how we want to conduct ourselves and our business, helping us to create a sustainable and profitable firm where people are proud to work and clients enjoy a personal service.

The successful candidate will benefit from an attractive pay and rewards package, including a competitive salary, 24 days holiday per year (pro rata), contributory pension scheme, private health insurance and free parking.

To apply, please send a copy of your CV, attaching a covering letter, to Claire Howarth, HR Manager at [email protected] using the button below. Your covering letter should explain your reasons for applying for the role and why you think you’re suitable.

Barker Gotelee LLP is an equal opportunities employer; we welcome applicants from all backgrounds. We strive to create an inclusive and accessible recruitment process for all candidates. Should you require any reasonable adjustments or additional support at any stage of the recruitment process please do not hesitate to contact our recruitment team: [email protected]