Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team managing high-net worth Trusts and develop our Trusts and Estates Tax services.
- Company: Top 50 award-winning UK Law firm with a collaborative culture.
- Benefits: 30 days holiday, private healthcare, profit share, and flexible working options.
- Why this job: Make a real impact in a prestigious firm while developing your leadership skills.
- Qualifications: Experience in Trusts and Estates tax, strong leadership, and organisational skills.
- Other info: Dynamic environment with opportunities for career growth and professional development.
The predicted salary is between 36000 - 60000 £ per year.
A top 50, award-winning UK law firm with over 700 lawyers nationally wishes to recruit a Trust Executive who can provide effective leadership of a team of Trust and Executor Tax Executives, successfully manage key client relationships, and help develop the firm's Trust and Executor Tax offering.
This person will be responsible for the day-to-day management, operational oversight, and supervision of the Trusts and Estates Tax Team (comprising four team members). This includes managing a portfolio of high-net-worth Trusts and driving the strategic development of our Trusts and Estates Tax business.
Key responsibilities include:
- Conducting KPI and SRA matter reviews.
- Line management responsibilities including quarterly appraisals and team development.
- Day-to-day responsibility for financials of the Trusts and Estates Tax Team.
- Assistance with the development of internal processes, policies, and procedures.
- Leading initiatives of Trusts and Estates Tax work internally and externally.
- Providing trust administration and tax compliance services for a diverse client portfolio of trusts and estates.
- Regular reporting to and collaboration with the Partner head regarding all of the above.
- Supporting the development and expansion of our Trust Corporation offering.
- Assisting with technical trust and tax advisory queries from the rest of the firm.
- Assisting with FATCA, TRS, and CRS reporting for the firm’s clients.
- Maintaining high standards of technical accuracy and quality control within the team.
Our ideal candidate will be someone who:
- Is an experienced Trusts and Estates tax advisor.
- Is experienced in all forms of trust tax/trust administration and management.
- Is familiar with the preparation of trust accounts.
- Has strong organisational and leadership skills.
- Enjoys collaborative working and takes initiative.
- Has experience of developing and managing more junior colleagues.
- Has experience with Trust Corporations.
- Is keen to help develop our Trusts and Estates Tax offering.
Benefits:
- 30 days holiday (FTE) plus Bank Holidays.
- Long Service holiday award – 1 extra week every 10 years continuous service.
- Private Healthcare with BUPA (offered after probation is passed).
- Scottish Widows Pension Scheme (5% employer / 5% employee).
- Staff Profit Share and Individual Performance Bonus Scheme.
- Salary sacrifice (Pensions, Staff Profit Share).
- Life Assurance - 4 x salary / Permanent Health Insurance.
- Paid CSR Day.
- Enhanced Maternity/Paternity Leave.
- Subsidised gym membership.
- Electric car scheme.
- Agile/Hybrid Working Policy.
Trust Executive employer: Origin Legal
Contact Detail:
Origin Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in trusts and estates. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to trust management and tax compliance. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your leadership skills! During interviews, share specific examples of how you've successfully managed teams or projects in the past. This will demonstrate your ability to lead the Trusts and Estates Tax Team effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Trust Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Executive role. Highlight your experience in trust tax and management, and don’t forget to showcase your leadership skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts and estates tax. Share specific examples of your past achievements and how they relate to the responsibilities listed in the job description.
Showcase Your Team Spirit: Since collaboration is key for us, make sure to mention any experiences where you've successfully worked with others. Whether it's mentoring junior colleagues or leading a project, we want to know how you contribute to a positive team environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Origin Legal
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and estate tax regulations. Familiarise yourself with the latest changes in legislation and be ready to discuss how they impact client portfolios. This will show that you're not just experienced, but also proactive about staying informed.
✨Show Leadership Skills
Since the role involves managing a team, be prepared to share examples of how you've successfully led teams in the past. Think about specific situations where you’ve developed junior colleagues or improved team performance. This will demonstrate your capability to lead effectively.
✨Prepare for Technical Questions
Expect some technical questions related to trust administration and tax compliance. Practice explaining complex concepts in simple terms, as this will showcase your expertise and ability to communicate effectively with clients and colleagues alike.
✨Demonstrate Collaborative Spirit
The job requires a collaborative approach, so think of examples where you've worked well with others to achieve a common goal. Highlight any initiatives you've led that involved cross-departmental collaboration, as this will resonate well with the firm's values.
