Legal Director | Tax & Trusts | Bristol
What You’ll Be Doing
You’ll lead a growing Trusts and Estates Tax team within a nationally recognised Private Client practice. The role combines strategic leadership, technical delivery, and hands-on management of a high-value trust portfolio.
Your work will include:
• Overseeing the day-to-day running of the Bristol Trusts and Estates Tax Team, including KPIs, matter reviews, financials, and quality control.
• Managing and developing a team of four Executives, including appraisals, coaching, and technical development.
• Providing administration, tax compliance, and advisory support across a diverse range of trusts and estates.
• Guiding the firm’s Trust Corporation offering and contributing to wider Private Client initiatives.
• Supporting colleagues across the firm with complex trust and tax queries, including FATCA, TRS and CRS reporting.
• Playing an active role in shaping internal processes and driving the strategic growth of the Trusts & Estates Tax business.
About You
You’re an experienced Trusts and Estates tax adviser with deep expertise in trust administration, accounts preparation, and multi-layered technical tax work. You’ll bring proven leadership experience, a collaborative approach, and the confidence to manage significant client relationships. Experience with Trust Corporations is highly valuable.
You enjoy working across disciplines, developing junior colleagues, and contributing to a high-performance culture.
What’s on Offer
This is an opportunity to step into a senior leadership role within a team that is well-respected for its technical strength, responsiveness, and long-term client relationships. You’ll be joining a firm that invests heavily in its people and provides a platform to influence, innovate and shape the next phase of its Trusts and Estates Tax service.
Alongside a flexible and collegiate culture, the firm offers a comprehensive benefits package including 30 days’ holiday, private healthcare, pension scheme, profit share, hybrid working, CSR days, enhanced family leave, and professional development support.
The Firm
This is a top UK law firm with an over 100-year heritage and a national Private Client Advisory practice known for complex, multi-disciplinary work. Its Tax & Trusts department is ranked for excellence and trusted by high-net-worth individuals, families, business owners, landowners, trustees and charitable structures.
The team is widely recognised for its practical, clear and joined-up advice across inheritance tax, CGT, income tax, trust creation and management, succession planning, and contentious trust matters. Recent investment includes a dedicated Trusts & Fiduciary team and several senior hires who are regarded as market-leading experts.
Apply now for immediate consideration, or contact Harrison in confidence to discuss the role further.