Trusts & Tax Specialist (Private Client Team)


Full-time | Flexible UK location (with hybrid working) | Competitive salary + benefits




About:

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.

• 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.

• 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.