Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to advise clients on trust management and tax planning.
- Company: Be part of a respected legal firm with a strong Succession and Tax Practice Group.
- Benefits: Enjoy flexible working with remote options and a focus on work/life balance.
- Why this job: Develop your expertise in trusts while making a real impact for clients.
- Qualifications: 5+ years experience in private client or trust departments is essential.
- Other info: Part-time hours available, minimum 30 hours per week.
The predicted salary is between 36000 - 60000 £ per year.
We have a new opportunity in our Cardiff office for an experienced Trust Adviser within our Trust Management and Advisory Team – part of our highly regarded Succession and Tax Practice Group. The role will ideally suit someone with extensive knowledge and experience within Trust Management - potentially gained from working within a Finance organisation or Trust company.
You will work with our Trust Manager, Tax Technicians and other members of our Succession and Tax Team to support our partners in advising our various trustee (both professional and lay) clients. We have a wide client base and broad geographic reach, and the position presents a great opportunity for someone with expansive knowledge of Trusts to develop and apply their expertise within the framework of a legal firm.
Our wider Succession and Tax Practice Group provides advice on the full range of private client matters including estate planning, Wills and advisory, Court of Protection, Estate Administration and Trust Management.
We adopt smart working practices with a typical week involving 2 or 3 days in the office - and the balance remote. We are happy to consider candidates who require part-time or reduced hours (minimum of 30 hours per week).
Ad hoc trust advisory work, such as advising trustees and beneficiaries on:
- tax planning for trustees and beneficiaries (IHT and CGT)
- planning for trusts nearing the end of the trust period
- implementing planning together with other members of our Succession and Tax Practice Group
- Monitoring deadlines on trusts such as ten yearly charges and beneficial entitlements
- Trust Accounting (with support from others in the team)
- Inheritance Tax returns for trusts
- Supporting our Tax technicians with the implementation of particular tax/trust related projects – e.g. Assisting in the training and mentoring of junior members of staff and assisting our partners with disseminating technical trust know-how and team knowledge.
Our encouragement of a good work/life balance and complementary interests will help you towards a strong long-term profile.
Significant experience (5 years+) of working in a private client or trust department in a client facing role.
Remote Tax Advisor employer: Blake Morgan LLP
Contact Detail:
Blake Morgan LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Tax Advisor
✨Tip Number 1
Network with professionals in the trust management field. Attend industry events or webinars where you can meet potential colleagues and learn more about the latest trends in trust advisory work.
✨Tip Number 2
Familiarise yourself with the specific tax laws and regulations that affect trusts in the UK. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter to gain insights into the company culture and expectations for the Remote Tax Advisor role. This can help you tailor your approach when discussing your fit for the position.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully managed trust-related issues or provided tax advice. Having concrete examples ready will showcase your expertise and problem-solving skills during interviews.
We think you need these skills to ace Remote Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive knowledge and experience in Trust Management. Include specific examples of your work with trustees and beneficiaries, as well as any relevant tax planning experience.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience in private client or trust departments.
Showcase Relevant Skills: Emphasise skills that are crucial for the role, such as tax planning, trust accounting, and your ability to work collaboratively with a team. Mention any experience you have in mentoring or training junior staff, as this is a valuable asset.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in a legal environment.
How to prepare for a job interview at Blake Morgan LLP
✨Showcase Your Trust Knowledge
Make sure to highlight your extensive knowledge and experience in Trust Management during the interview. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, as this will demonstrate your expertise and ability to handle complex situations.
✨Understand the Role's Requirements
Familiarise yourself with the specific responsibilities outlined in the job description. This includes tax planning for trustees and beneficiaries, monitoring deadlines, and trust accounting. Showing that you understand these tasks will indicate your readiness for the role.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask your interviewers about the team dynamics, the firm's approach to client management, and opportunities for professional development. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you.
✨Emphasise Work/Life Balance
Since the company values a good work/life balance, be sure to express your appreciation for this aspect. You might want to share how you manage your time effectively, especially in a remote working environment, to ensure productivity while maintaining personal well-being.
