UK: Leadership Role in Trusts and Estates Tax at Prestigious Law Firm
UK: A renowned, award-winning UK law firm with a national presence and more than 700 lawyers is seeking a skilled professional to lead its trusts and estates tax team. This position offers the chance to guide a dedicated group while managing important client relationships for high-net-worth individuals and contributing to the growth of the firm’s private client services in inheritance tax planning and estate administration.
Team Management and Operational Oversight
The successful candidate will handle daily operations for a team of four specialists focused on trusts and estates tax matters. This involves supervising workflows, ensuring efficient handling of complex portfolios involving high-net-worth trusts, and promoting best practices in trust administration and tax compliance. Effective leadership here helps maintain smooth operations and supports the overall success of private client tax services within the firm.
Key Duties and Contributions
Responsibilities cover a range of activities essential to delivering high-quality advice on estates and trusts. These include performing regular performance reviews, managing team finances, and contributing to the creation of internal guidelines. The role also involves leading projects to enhance the firm’s offerings in trust taxation and estate planning, providing expert support on technical issues across the organization, and handling compliance requirements such as international reporting obligations. Collaboration with senior partners ensures alignment on strategic goals, while efforts to expand the trust corporation services add value to clients seeking comprehensive wealth preservation solutions.
Client Portfolio and Advisory Support
Working with a varied group of clients, the position requires delivering trust administration services alongside tax compliance for diverse estates and trusts. This means preparing accurate accounts, addressing advisory questions on trust structures and taxation, and maintaining rigorous standards to uphold the firm’s reputation in private client matters. Building strong client relationships is central, as is driving business development in the trusts and estates tax area to attract new high-net-worth opportunities.
Ideal Profile and Expertise Required
Candidates should bring substantial experience as a trusts and estates tax advisor, with deep knowledge of various trust types, administration processes, and account preparation. Strong abilities in organization and team leadership are vital, along with a track record of mentoring junior staff and working collaboratively. Familiarity with trust corporations and a passion for advancing services in inheritance tax planning and estate management will set applicants apart. Initiative and a proactive approach to client needs are highly valued in this dynamic environment.
Comprehensive Benefits Package
The firm offers an attractive range of perks to support work-life balance and professional growth. Employees enjoy generous annual leave, including additional days for long service and bank holidays. Health and wellness support comes through private medical coverage and subsidized gym options. Financial security is enhanced with a contributory pension scheme, life assurance, and performance-related bonuses, including profit share opportunities. Family-friendly policies feature enhanced leave for new parents, while flexible working arrangements promote hybrid and agile setups. Additional incentives like an electric vehicle program and paid volunteer days round out the package, making this a rewarding place to build a career in private client tax and trusts.
This opportunity suits professionals eager to take on leadership in a supportive, established setting focused on high-net-worth client advisory. The role combines hands-on management with strategic input, allowing contributions to a growing practice dedicated to excellence in estate planning, trust taxation, and wealth management for affluent families and individuals across the UK.