Tax & Trusts | Legal Director | NorwichA senior opportunity to lead within a well-established private wealth platform, taking strategic responsibility for a specialist Trusts and Estates Tax team while advising on high-value trust structures and complex client matters. This role offers real influence, autonomy and long-term progression within an ambitious, nationally recognised practice.
What You\’ll Be Doing
Leading and mentoring a dedicated group of Trust and Executor Tax Executives
Taking responsibility for day-to-day operations, financial oversight and workflow management
Managing a varied portfolio of complex trusts, estates and associated tax matters
Conducting KPI reviews, SRA matter reviews and quality-assurance processes
Overseeing trust accounts preparation and maintaining high standards of accuracy and compliance
Handling technical advisory queries on trust taxation, administration and reporting requirements
Supporting the development of the firm\’s Trust Corporation offering
Driving internal initiatives to enhance processes, policies and service delivery
Acting as a senior point of contact for clients, trustees and internal stakeholders
Collaboration with partners, private client advisers and wider teams on cross-practice matters
Assisting with FATCA, CRS and TRS reporting and ensuring rigorous compliance controls
About You
Extensive experience in trust administration, taxation and estate management
Strong understanding of trust accounts and compliance frameworks
Proven ability to lead, supervise and develop junior members of a team
Comfortable managing complex client relationships and a significant portfolio
Strong organisational, operational and quality-management skills
Experience with Trust Corporations or corporate trustee structures is beneficial
A collaborative leader who enjoys shaping service development and driving improvement
High levels of professionalism, discretion and technical accuracy
What\’s on Offer
Senior leadership within a specialist trust and tax team
A platform with broad private wealth capability across trusts, estates, tax, family and private wealth disputes
Opportunities to work on complex, high-value and multi-jurisdictional structures
A collegiate culture that supports autonomy, development and work-life balance
Access to structured professional development, partner-level collaboration and strategic involvement
Competitive salary and a comprehensive benefits package including private healthcare, enhanced parental leave, strong pension contributions, profit-share and hybrid working
A supportive environment with long-term career potential within a growing private client division
The FirmYou will be joining a full-service UK practice with a long-established heritage and a strong presence across the South and East of England. The private client division is a core strategic area for the firm, with capabilities spanning wills, trusts, estates, tax planning, private wealth disputes and family advisory work.
The trust and tax function sits at the heart of this offering, benefitting from significant recent investment, cross-practice collaboration and a clear commitment to continued growth. The culture is described as inclusive, ambitious and supportive, with a strong focus on quality, client care and personal development.
Apply now or contact Harrison for a confidential discussion.
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Contact Detail:
JMC Legal Recruitment Recruiting Team