Trusts & Tax Specialist (Private Client Team)

Trusts & Tax Specialist (Private Client Team)

Full-time (with hybrid working)

Competitive salary + benefits

We are working with a well-established law firm to recruit a talented Trusts & Tax Specialist to join their high-performing Private Client team. This is a full-time permanent position, offering flexibility on base location, with hybrid working arrangements and real support for work/life balance. This is an excellent opportunity for an ambitious lawyer to develop their career in a supportive and forward-thinking environment, with exposure to both domestic and international client work.

Key Responsibilities

• Manage a broad caseload of trust settlements, trust administration, and associated tax matters.
• Draft and review trust documentation and provide specialist tax advice throughout the trust lifecycle.
• Deliver a high level of client service, maintaining long‑term relationships with individuals, families, and referrers.
• Contribute to business development and networking to grow the team’s profile.
• Support colleagues across the wider Private Client practice, including estate planning and cross‑border matters.
• Ensure compliance with all professional, regulatory, and firm-wide policies.
• Take a proactive role in mentoring junior colleagues and contributing to the growth of the trusts practice.

About You

• Relevant professional qualification (Solicitor, Chartered Tax Adviser, STEP, or equivalent).
• At least 3 years’ PQE with demonstrable experience in trusts and tax within a Private Client setting.
• Strong technical expertise in drafting settlements, administering trusts, and advising on complex tax issues.
• Broader knowledge of wills, estate planning, and wider Private Client matters is desirable.
• Excellent communication and client relationship management skills.
• Commercially aware with proven experience in business development.
• Strong organisational skills and the ability to work both independently and as part of a team.
• Previous leadership or supervisory experience is advantageous.

Benefits & Rewards

• Competitive salary with discretionary bonus scheme.
• Hybrid and flexible working to support work/life balance.
• Private medical cover and enhanced pension contributions.
• Generous holiday allowance plus UK bank holidays, with the option to purchase additional leave.
• Group life assurance and income protection.
• Clear progression pathways, professional development support, and opportunities to broaden your work with international clients.