At a Glance
- Tasks: Lead a dynamic team in managing high-value trusts and estates for a top law firm.
- Company: Join a leading regional law firm with a commitment to diversity and inclusion.
- Benefits: Enjoy a competitive salary, generous leave, private healthcare, and hybrid working options.
- Other info: Embrace a collaborative culture with excellent career growth opportunities.
- Why this job: Shape the future of Trusts and Estates Tax while mentoring the next generation of advisors.
- Qualifications: Extensive experience in trust taxation and strong leadership skills required.
The predicted salary is between 65000 - 85000 £ per year.
A leading regional law firm is seeking an experienced Trusts and Estates Tax Advisor to lead its Bristol-based team. This is a senior leadership role offering the opportunity to manage a high-value client portfolio, oversee a growing team, and shape the strategic development of the firm’s Trusts and Estates Tax offering.
The Role
- Leading and supervising a team of Trusts and Estates Tax Executives
- Managing a portfolio of high-net-worth trusts and estates
- Conducting KPI and SRA matter reviews
- Overseeing team financials and operational performance
- Providing trust administration and tax compliance services
- Supporting technical advisory queries across the firm
- Driving internal process improvements and external initiatives
- Assisting with FATCA, TRS, and CRS reporting
- Collaborating with senior leadership on strategic development
- Supporting the growth of the firm’s Trust Corporation offering
Candidate Requirements
- Extensive experience in trust taxation, administration, and management
- Familiarity with trust account preparation and compliance
- Strong leadership and organisational skills
- Experience mentoring junior colleagues
- A collaborative and proactive approach
- Strategic thinking and commercial awareness
- Experience with Trust Corporations (preferred)
Benefits
- Competitive salary package (£65,000 to £85,000 DOE)
- 30 days annual leave plus bank holidays
- Long service holiday awards
- Private healthcare (BUPA)
- Scottish Widows pension scheme (5% employer / 5% employee)
- Staff profit share and performance bonus schemes
- Life assurance and permanent health insurance
- Paid CSR day and enhanced parental leave
- Subsidised gym membership and electric car scheme
- Hybrid working and “Dress for Your Day” policy
At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace.
Senior Tax & Trusts Advisor – Bristol – Leadership Role – Bristol employer: Wagstaff Recruitment
Wagstaff Recruitment is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. With structured pay progression, comprehensive training, and a focus on work-life balance, this role in Durham provides a meaningful opportunity for healthcare professionals to make a difference while enjoying predictable hours and generous benefits.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax & Trusts Advisor – Bristol – Leadership Role – Bristol
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Wagstaff Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Tax & Trusts Advisor – Bristol – Leadership Role – Bristol
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Wagstaff Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Wagstaff Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Wagstaff Recruitment!
How to prepare for a job interview at Wagstaff Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Wagstaff Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Wagstaff Recruitment. It helps to show our commitment!
