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- Tasks: Join our Trust Management team to advise clients on trusts and tax planning.
- Company: We are a leading legal firm with a strong reputation in Succession and Tax services.
- Benefits: Enjoy flexible working with remote options and part-time hours available.
- Why this job: Develop your expertise in a supportive environment while building lasting client relationships.
- Qualifications: 5+ years in a client-facing role with a relevant professional qualification required.
- Other info: Opportunity for training and mentoring junior staff while enhancing your business development skills.
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).
Typical Workload
- 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
- trust no longer fulfilling their purpose
- winding up trusts
- implementing planning together with other members of our Succession and Tax Practice Group
- 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)
- Inheritance Tax returns for trusts
- Supporting our Trust Manager and Trust paralegal with matters arising from routine trust administration
- 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 with disseminating technical trust know-how and team knowledge.
We can provide you with an excellent platform to develop both your technical ability and business development skills within a supportive and thriving team. You will likely soon develop close client relationships that will endure throughout your career. Our encouragement of a good work/life balance and complementary interests will help you towards a strong long-term profile.
Skills / 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
- Confident and personable
- Strong client and matter management skills
- IT proficient
- Exceptional self-motivation and ability to assume responsibility for your own matters
Tax and Trust Adviser employer: Blake Morgan LLP
Contact Detail:
Blake Morgan LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax and Trust Adviser
✨Tip Number 1
Familiarise yourself with the latest developments in trust law and tax regulations. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role like Tax and Trust Adviser.
✨Tip Number 2
Network with professionals in the field of trust management and tax advisory. Attend relevant seminars or workshops to meet potential colleagues and learn about industry trends, which can give you an edge during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or experiences where you've successfully managed trust-related issues. Being able to share real-life examples will showcase your expertise and problem-solving skills to the hiring team.
✨Tip Number 4
Research StudySmarter's values and culture to align your approach during the interview. Understanding our commitment to work/life balance and client relationships will help you articulate how you fit into our team.
We think you need these skills to ace Tax and Trust Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in trust management and advisory roles. Emphasise any qualifications such as Solicitor, Cilex, STEP, ATT or CTA, and detail your client-facing experience.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the skills and experiences mentioned in the job description. Discuss your knowledge of tax planning, trust distributions, and your ability to work with both professional and lay trustees.
Showcase Your Interpersonal Skills: In your application, provide examples of how you've effectively communicated with clients and colleagues. Highlight your ability to manage client relationships and mentor junior staff, as these are key aspects of the role.
Demonstrate Proactivity: Include instances where you have taken initiative in previous roles, particularly in challenging situations. This will show your potential employer that you are proactive and focused on achieving the best outcomes for clients.
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 on trust distributions, tax planning, or winding up trusts.
✨Demonstrate Interpersonal Skills
Since the role requires excellent interpersonal skills, practice how you communicate your ideas clearly and confidently. Think of examples where you've effectively communicated with clients or team members, especially in challenging situations.
✨Prepare for Technical Questions
Expect technical questions related to Inheritance Tax returns, trust accounting, and deadlines. Brush up on relevant legislation and be ready to explain how you would handle specific trust-related projects or challenges.
✨Emphasise Your Teamwork Experience
This position involves working closely with a team, so be sure to share your experiences of collaborating with others. Discuss how you've supported colleagues in training or mentoring roles, and how you contribute to a positive team environment.
