Purpose of the Trusts and Tax Solicitor role and responsibilities
- Reporting to the Partners in the department to assist with a caseload of trust settlements, trust administration and associated specialist tax advice.
- Integral part of the Private Client team, delivering on agreed cases, sourcing new opportunities and supporting overall profile of the team.
- Proactively attracting work according to the needs of the firm.
- Delivery of individual targets with minimal supervision.
- Ensuring high levels of client satisfaction and building appropriate relationships with clients.
- Adherence of agreed quality procedures and management systems.
- Undertake and deliver work in a commercially effective manner.
- Development of technical and non-technical skills to meet client and firm requirements and demonstrate continuous improvement in all areas of work.
- Some travel and out of hours working required for business development, meetings and training purposes.
Qualifications
- Relevant Professional Qualification.
Skills / Experience
- Strong legal skills in Private Client setting.
- Demonstrable practical experience in Private Client, ideally a minimum of 3 years PQE.
- Responsible for a broad and varied caseload including creating settlements, managing and administering trusts, including drafting any relevant supplementary trust documentation and providing specialist tax advice during the trust administration period.
- Although seeking a trust and tax specialist, we would expect sound knowledge of all private client matters, with excellent communication skills.
- You will be proactive and passionate about your career.
- Proven results in supporting business development across a team or firm.
- Working knowledge of case management systems and Microsoft Office applications.
- Leadership and management experience to assist with leading and growing our trusts team.
Personal attributes
- A strong team player with a motivational hands on approach.
- Uses initiative, plans and organises own time and workload so as to meet deadlines and prioritises work.
- A measured and rational approach to problem solving.
- Deals confidently and diplomatically with clients and other stakeholders.
- Demonstrates integrity and congruence when dealing with people.
Competencies
- Delivering a Quality Service
- Achieve Commercial Outcomes
- Deliver at Pace
- Collaborating and Partnering
- Changing and Improving
- Making Effective decisions
Reward and development
Buckles recognises the success of every employee; working with you to ensure you have what you need to maximise your potential and develop your career.
Alongside a host of development, professionally and personally, we offer some fantastic benefits, which include (but not limited to):
- Enhanced annual leave + all UK Bank Holidays.
- An additional day for your birthday each year (or closest working day to your birthday).
- Additional annual leave on Christmas Eve (1 full day) and New Years Eve (half day PM) if these days fall on a normal working day.
- Private healthcare options for you and your family - via Bupa.
- Free healthcare cash back plans for you and your family.
- Enhanced pension - 5% matched contribution by Buckles.
- Ability to buy additional holiday - up to 5 days per year.
- Group Life Assurance - 4 x your annual salary.
Equal Opportunity Statement
We are an equal opportunity and disability inclusive employer and value diversity across the firm. We do not discriminate based on age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, sexual orientation or parental or caring status.
Please let us know if you require any reasonable adjustments to be made to the recruitment process.
