Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team advising on trusts, estates, and tax planning for diverse clients.
- Company: A leading national law firm with a strong reputation in private client services.
- Benefits: Enjoy hybrid working, competitive salary, bonus schemes, and profit sharing.
- Why this job: Make a real impact while developing your skills in a supportive and collaborative environment.
- Qualifications: 5+ years in a client-facing role with relevant professional qualifications required.
- Other info: Opportunity to mentor junior staff and work on exciting projects.
The predicted salary is between 52000 - 84000 £ per year.
A leading national Law Firm are seeking to recruit a Tax and Trust Advisor to work as part of the highly regarded Succession and Tax Practice team. The scope of work is varied and interesting with a wide client base and broad geographic reach. The team provides advice on the full range of private client matters including estate planning, Wills and advisory, Court of Protection, Estate Administration and Trust.
Key responsibilities include:
- Ad hoc trust advisory work, such as advising trustees and beneficiaries on trust distributions; tax planning for trustees and beneficiaries (IHT and CGT); planning for trusts nearing the end of the trust period;
- Charitable Trusts working in conjunction with our specialist Charities advisory team;
- Monitoring deadlines on trusts such as ten yearly charges and beneficial entitlements;
- Trust Accounting (with support from others in the team);
- Supporting our Tax technicians with the implementation of particular tax/trust related projects – e.g. TRS;
- Assisting in the training and mentoring of junior members of staff and assisting our partners.
Skills and Experience required:
- A suitable professional qualification – e.g. Solicitor, Cilex, STEP, ATT or CTA;
- Significant experience (5 years+) of working in a private client or trust department in a client facing role;
- Ability to work accurately, prioritise work and adhere to critical deadlines;
- Excellent interpersonal skills with the ability to communicate at all levels;
- Proactive and able to raise challenge in the interests of achieving the best outcome for the client;
- Exceptional self-motivation and ability to assume responsibility for your own matters.
Tax & Trust Advisor employer: Venture Recruitment Partners
Contact Detail:
Venture Recruitment Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trust Advisor
✨Tip Number 1
Network with professionals in the tax and trust sector. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Stay updated on the latest tax laws and trust regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to professional development.
✨Tip Number 3
Prepare for competency-based questions by reflecting on your past experiences. Think of specific examples where you've successfully managed client relationships or navigated complex tax issues, as these will be crucial in showcasing your expertise.
✨Tip Number 4
Research the firm’s values and recent projects. Understanding their approach to tax and trust advisory work will allow you to tailor your discussions during interviews and show how your skills align with their needs.
We think you need these skills to ace Tax & Trust Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax and trust advisory roles. Emphasise your qualifications, such as being a Solicitor or having STEP certification, and detail your experience in private client matters.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Showcase your understanding of estate planning, trust accounting, and your ability to mentor junior staff.
Highlight Relevant Skills: In your application, focus on skills that align with the role, such as excellent interpersonal skills, the ability to work under pressure, and proactive problem-solving abilities. Use examples from your past experiences to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in a role dealing with trusts and tax matters.
How to prepare for a job interview at Venture Recruitment Partners
✨Showcase Your Expertise
Make sure to highlight your professional qualifications and relevant experience in tax and trust advisory roles. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax planning or trust management.
✨Demonstrate Interpersonal Skills
Since the role requires excellent communication skills, practice articulating your thoughts clearly and confidently. Think of examples where you've effectively communicated with clients or colleagues, especially in challenging situations.
✨Prepare for Technical Questions
Expect questions related to tax laws, trust regulations, and estate planning. Brush up on current legislation and be ready to explain how it impacts your work. This will show your depth of knowledge and commitment to staying updated in the field.
✨Exhibit Proactivity and Problem-Solving
Be ready to discuss instances where you've taken initiative or faced challenges in your previous roles. Highlight how you approached these situations and the outcomes, demonstrating your proactive nature and ability to achieve the best results for clients.
