Legal Advisor – Tax & Trusts Manager
Moore Barlow is currently seeking a Legal Advisor – Tax & Trusts Manager to join our specialist Private Wealth Team based in Southampton.
More About Us
Formed via a merger in 2020, Moore Barlow is a leading law firm aiming to be the best law firm to work for regionally. We are a career firm, providing access to high‑quality work, long‑term career opportunities, and an environment built on the premise of being 'human first' in everything we do. Put simply, we care as much about your career as you do.
We are featured in The Times' Best Law Firms 2024 list and consistently achieve recognition for the quality of our services in The Legal 500 and Chambers & Partners, including specific recognition for our work in Private Wealth.
We are now 450 people, including 280 lawyers and 58 Partners, with offices across the South‑East and London.
More About Our Private Wealth Team
Led by Sonia Green (Partner), our Private Wealth Team in Southampton has received recognition in both The Legal 500 and Chambers & Partners for the quality of the service we provide to our clients. Our team works predominantly with individuals falling into the 'high‑net‑worth' category (which typically refers to those with personal assets totalling £5m-£20m) across the full spectrum of private client matters. This will include taking instructions on the preparation of Wills, Lasting Powers of Attorney, lifetime and succession planning, IHT and CGT planning, estate administration, as well as the creation, administration, and winding up of trusts.
Day To Day
* Day‑to‑day administration of discretionary trusts and trusts in which a beneficiary or beneficiaries have an interest‑in‑possession;
* Advising trustees on their fiduciary and statutory duties, supporting them with decision‑making, and assisting in the implementation of those decisions, including attending in‑person meetings where required;
* Drafting trust deeds, minutes of trustees' meetings, and resolutions;
* Conducting annual trust reviews;
* Preparing and maintaining trust accounts;
* Completing Trust Registration Service (TRS) filings;
* Preparing tax returns in respect of income, capital gains, and inheritance tax.
What We Look For
* A qualified Solicitor or other suitably qualified professional with relevant experience in trusts and tax matters;
* Relevant professional qualification, such as STEP or ATT;
* Experience working within a dynamic team environment;
* Confidence in handling a wide range of matters proactively and with creativity;
* Excellent technical, organisational, and communication skills;
* A human‑first mindset with a passion for helping clients achieve their goals.
What We Can Offer
We offer a split of working from home and in the office. We are a flexible team and open to considering alternative working patterns. Above all, ours is a friendly, empathetic, and expert team. We are seeking an individual who demonstrates a team‑focused mindset and a passion for achieving the right outcome for the clients we serve and the Firm.
Below is an informal conversation with Brandon Duchesne, Talent Acquisition Manager, at brandon.duchesne@moorebarlow.com for further details.
We support our clients and the communities we help through providing outstanding legal services with empathy and expertise. A full service law firm, we support these core client groups: Individuals & Families, Entrepreneurial Businesses & Organisations and Personal/Catastrophic Injury & Medical Negligence.
We are passionate about making a difference to our people, their careers and care deeply about their experience at work. Moore Barlow aims to be recognised as the best career law firm to work for. This means that we care as much about your career as you do. So whether you join us early in your career, in one of our outstanding business support functions or are continuing an already rich career in law, you'll find Moore Barlow a great place to further build your experience.
With numerous top‑tier rankings in law, exceptional quality of work and named a Times Top 100 best law firm to work for, we have big plans. We are seeking passionate, human‑focused individuals like you as we continue to grow. With over 450 dedicated professionals including 70 Partners and 272 Lawyers, Moore Barlow offers substantial opportunity for further advancement and personal development.
Our culture is open, diverse and inclusive and we look for like minded individuals who recognise that it's this individuality that allows us to be truly different to other firms. Everything we do is underpinned by the Moore Barlow Way, which is a set of values and principles to ensure consistency of experience no matter which team you work within.
As a true career firm, we seek to reward the great work our people undertake with continued personal development opportunities. We have big plans for growth, and we see that this creates extensive opportunity for our people as we move towards our long‑term ambitions.
In most of our roles, we are also open to supporting hybrid, flexible working and different work patterns. What you do outside of work is as important as your time inside of work – and we want to strike the right balance for both the individual and the firm.
We also offer great benefits including 28 days’ annual leave, private medical insurance, income protection, life assurance, firmwide bonus scheme and a generous pension scheme. If you're seeking to join a firm that seeks to provide a personal and highly engaging place to work – we are confident that you'll find this at Moore Barlow.
Our values
* Human first
* Stronger together
* Lead the way
* Make it happen
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