Senior Estate Planning Specialist

4 days ago


Shimoga, Karnataka, India beBeeEstate Full time US$ 1,00,000 - US$ 1,50,000
Job Overview

We are seeking a seasoned estate planning expert to spearhead the development of our in-house legal wills and trusts offering. This strategic leadership role involves drafting complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney.

The ideal candidate will be a full TEP Practitioner with at least 5 years' experience in wills, trusts, and estate planning. They should have proven ability to handle intricate HNW/UHNW client cases, strong understanding of IHT, CGT, and trust taxation issues, commercially astute, collaborative, and able to operate with minimal supervision.

This is a pivotal role within a dynamic firm, providing the opportunity to shape the future of estate planning services and work alongside experienced professionals in tax, accountancy, and financial planning.

The successful candidate will thrive in a fast-paced environment, maintaining high standards of client care and confidentiality while enjoying flexible working arrangements, competitive remuneration, and performance-based incentives.

  • Lead the development of in-house legal wills and trusts offering
  • Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
  • Provide technical guidance and support to clients and colleagues
  • Oversee compliance and risk management for legal outputs
  • Build and manage a high-performing team
Requirements
  • TED Practitioner qualification or equivalent
  • At least 5 years' experience in wills, trusts, and estate planning
  • Proven track record of handling complex client cases
  • Strong understanding of IHT, CGT, and trust taxation issues
  • Commercially astute and collaborative mindset
What We Offer

We provide a dynamic and supportive work environment, offering:

  • Flexible working arrangements (remote/hybrid)
  • Competitive remuneration packages
  • Performance-based incentives
  • Ongoing professional development opportunities


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