Full-time Wills, Tax & Trusts Lawyer
About Us
Our law firm is a leading provider of legal services specializing in Wills, Tax, and Trusts. With a reputation for excellence and a commitment to client satisfaction, we are seeking a talented and experienced Wills, Tax & Trusts Lawyer to join our dynamic team.
Job Overview
We are looking for a skilled and motivated Wills, Tax & Trusts Lawyer to provide comprehensive legal services to our clients. The ideal candidate will have a strong background in estate planning, tax law, and trust administration, with 3 to 15 years of relevant work experience. This full-time position offers an excellent opportunity for professional growth and the chance to work with a diverse client base.
Key Responsibilities
Draft, review, and execute wills, trusts, and other estate planning documents tailored to clients' specific needs and circumstances
Provide expert advice on complex tax matters related to estate planning, wealth transfer, and trust administration
Develop and implement strategies to minimize estate, gift, and income tax liabilities for clients
Assist clients with probate proceedings and estate administration
Manage trust accounts and oversee the administration of trusts
Conduct thorough research on relevant laws, regulations, and case precedents to ensure compliance and identify optimal solutions for clients
Collaborate with financial advisors, accountants, and other professionals to provide comprehensive estate planning services
Stay up-to-date with changes in tax laws, estate planning techniques, and relevant legal developments
Represent clients in tax disputes and negotiations with tax authorities
Prepare and file necessary tax returns and other required documentation
Provide guidance on charitable giving strategies and philanthropic planning
Assist with business succession planning for family-owned businesses and closely held corporations
Conduct client meetings to gather information, explain legal concepts, and present recommendations
Develop and maintain strong client relationships through excellent communication and service
Contribute to the firm's knowledge base by creating and updating legal templates, guides, and resources
Mentor junior attorneys and paralegals in the practice area
Participate in business development activities and networking events to attract new clients
Qualifications
Juris Doctor (J.D.) degree from an accredited law school
Active membership in good standing with the relevant state bar association
3 to 15 years of experience practicing law, with a focus on wills, trusts, and estates
Strong knowledge of federal and state tax laws, estate planning techniques, and trust administration
Excellent analytical and problem-solving skills
Superior written and verbal communication abilities
Proven track record of building and maintaining client
Core Hours are: Monday – Friday, 9am – 5pm = 35 hours per week
Benefits:
· 24 days holiday (for Legal Assistants or 27 days for Fee Earners/Lawyers), plus bank holidays and gifted shutdown between Christmas and new year. For 2025, we close at 5pm on Tuesday 23rd December and return to office on Monday 5th January
· YAY-Day – an additional day to go and have some fun
· Twice yearly discretionary profit share scheme
· Christmas bonus
· Flexible working
· 3x Life Assurance
· Cash Health Plan
· Employee Assistance Programme
· Flu voucher scheme
· Enhanced maternity pay
· Enhanced partner / paternity leave and pay
· On-going access to learning resources
· Career progression
· Company funded socials
· All round great company to work for