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The Role
We have a new opportunity for an experienced Tax and Trust Adviser within our Trust Management and Advisory Team– part of our highly regarded Succession and Tax Practice Group. The role will ideally suit someone with extensive knowledge and experience within Trust Management - potentially gained from working within a Finance organisation or Trust company. You will work with our Trust Manager, Tax Technicians and other members of our Succession and Tax Team to support our partners in advising our various trustee (both professional and lay) clients. We have a wide client base and broad geographic reach, and the position presents a great opportunity for someone with expansive knowledge of Tax and Trusts to develop and apply their expertise within the framework of a legal firm.
Our wider Practice Group
Provides advice on estate planning, Wills, Court of Protection, Estate Administration, and Trust Management. We adopt smart working practices, typically involving 2-3 days in the office with the rest remote. We are open to part-time or reduced hours (minimum 30 hours/week). Candidates may be based in Cardiff, London, Southampton, or Oxford.
Responsibilities
* Ad hoc trust advisory work, including advising trustees and beneficiaries on distributions, tax planning (IHT, CGT), trust end-of-life planning, winding up trusts, and implementing planning with our team.
* Charitable Trusts work in conjunction with our Charities advisory team.
* Monitoring deadlines such as ten-year charges and beneficial entitlements.
* Trust Accounting support.
* Inheritance Tax returns for trusts.
* Supporting Trust Manager and Trust paralegal in routine administration.
* Supporting tax-related projects like TRS.
* Mentoring junior staff and sharing technical trust knowledge.
Skills / Experience
* Professional qualification (Solicitor, Cilex, STEP, ATT, CTA).
* 5+ years experience in private client or trust department in a client-facing role.
* Accurate work, prioritization, and deadline adherence.
* Excellent communication skills at all levels.
* Proactive, confident, personable.
* Strong client and matter management skills.
* IT proficiency.
* Self-motivated with responsibility for own matters.
How To Apply
We will start interviews once suitable candidates are identified. You may be required to complete a drafting exercise or skills test. For questions, contact Rob Brown at rob.brown@blakemorgan.co.uk or 023 8085 7441. We process your data according to our privacy policy. Currently, we only accept CVs from direct applicants.
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Part-time
* Job function: Accounting/Auditing and Finance
* Industry: Legal Services
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