Trusts and Tax Solicitor

Trusts and Tax Solicitor
Private Client Team | Hybrid Working | Full-Time

Our client, an established and highly regarded law firm, is seeking an enthusiastic and experienced Trusts and Tax Solicitor to join their well-respected Private Client team. This is an excellent opportunity to join a high-performing and forward-thinking team with flexible working arrangements available.

The Role

Reporting to the Partners within the department, the successful candidate will assist with a varied caseload focusing on trust settlements, trust administration and associated specialist tax advice. You will play an integral role within the Private Client team, delivering excellent client service while supporting business development and contributing to the continued growth of the practice.

Key Responsibilities

Managing and assisting with a caseload of trust settlements and trust administration matters.

Drafting trust documentation and associated supplementary legal documents.

Providing specialist tax advice during the trust administration period.

Supporting Partners and the wider team on complex Private Client matters.

Building and maintaining strong relationships with clients and professional contacts.

Contributing to business development initiatives and identifying new work opportunities.

Delivering work in a commercially effective and timely manner.

Ensuring adherence to internal quality procedures and compliance requirements.

Supporting the development and growth of the trusts offering within the team.

Occasional travel or out-of-hours work for meetings, networking or training.

Candidate Requirements

Qualified Solicitor with a relevant professional qualification.

Minimum 3 years' PQE within a Private Client environment.

Strong experience in trust creation and settlements, trust administration, drafting trust documentation and specialist tax considerations relating to trusts.

Broad knowledge of Private Client matters.

Experience supporting business development activities.

Familiarity with case management systems and Microsoft Office.

Leadership or supervisory experience would be advantageous.

Key Skills and Attributes

Strong technical and legal expertise in Private Client law.

Excellent communication and client relationship skills.

A proactive and motivated approach to career development.

Ability to manage workload independently, meet deadlines and prioritise work effectively.

Strong analytical and problem-solving skills.

Collaborative team player with a hands-on approach.

Professional and diplomatic when dealing with clients and stakeholders.

Benefits

Enhanced annual leave plus UK Bank Holidays.

Additional birthday leave.

Extra leave on Christmas Eve and New Year's Eve.

Private healthcare options for employees and their families.

Healthcare cashback plan.

Enhanced pension contributions.

Option to purchase additional annual leave.

Life assurance (4x annual salary).

Ongoing professional development and career progression opportunities.

Flexible and hybrid working options.

Interested?

Contact Stan @ Simpson Judge on (phone number removed) or