About The Role
We are seeking a Solicitor to join our Private Capital’s Tax and Trusts team.
This is a fantastic opportunity to develop your career in this field. You will have the opportunity to build your experience in a variety of work, including dealing with the administration of trusts as well as personal tax for individuals.
You will be joining a well-established team, with our Personal Tax, Trusts and Probate team ranked Tier 1 in the Legal 500 for the South-West.
This role will require you to attend the office at least 2 times a week, however you may be required to come in more if needed.
Day to day
Day to day, you’ll be successful in this role by:
Our Tax and Trusts team deal with the administration of trusts and tax planning to protect family wealth. The work is an annual cycle of trust tax returns and accounts along with advice to trustees. The team also deal with the personal tax returns of some trust beneficiaries and other high net worth clients.
Your day to day duties will include:
* Manage a varied caseload of trust matters, including administration, compliance, and tax reporting.
* Advise on the establishment, structuring, and ongoing administration of UK trusts.
* Draft trust deeds, letters of wishes, and related legal documentation.
* Provide practical guidance on trust taxation, including income tax, capital gains tax, and inheritance tax.
* Collaborate with in-house Chartered Tax Advisers, accountants, and STEP-qualified colleagues to deliver integrated advice.
* Prepare or oversee the preparation of annual trust accounts and tax returns.
* Support the Lifetime Planning team with trust and tax expertise.
* Advise on trust-related issues arising from Wills, lifetime gifts, and deputyship arrangements.
It is an integral part of this role that you comply with information security and all firm policies and procedures.
The role is right for you if
You will be an experienced Solicitor, Legal Executive or Trust Advisor ideally with 0-2 years PQE.
You will have experience of managing your own caseload. You will need to demonstrate from experience that you are exceptionally organised and proactive, helpful, with a flexible ‘can-do’ attitude, and that you have the skills to work closely with various stakeholders and have direct contact with clients.
We expect you to be someone who takes pride in your work and in providing a first-class support service to your clients, anticipating their needs in advance wherever possible, and paying meticulous attention to detail in all of your work.
About Us
Who we are
You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.
What we can offer you
A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.
Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.
There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.
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