About this role
Tax & Trust Adviser
Location: Oxford (hybrid working model)
Contract Type: Full-Time or Part-Time (minimum 30 hours/week)
Salary: Competitive + Benefits
A leading UK law firm is seeking an experienced Tax & Trust Adviser to join its well-regarded Trust Management and Advisory Team, part of a wider private client practice with national recognition. The team advises on all aspects of trust administration and tax planning, working closely with high-net-worth individuals, families, professional trustees, and charitable entities.
This opportunity would suit a proactive and technically skilled professional with a strong background in trust management and personal tax, ideally gained from a legal, financial, or fiduciary services environment.
The Role
Working within a supportive and collaborative trust and private client team, the successful candidate will:
- Deliver specialist advice to trustees and beneficiaries on matters such as:
- Trust distributions and term planning
- Inheritance Tax and Capital Gains Tax implications
- Trusts approaching termination or no longer fulfilling their original purpose
- Trust wind-ups and strategic tax planning
- Monitor key deadlines (e.g. ten-year anniversary charges, entitlements)
- Provide support on trust accounting and Inheritance Tax returns (with team support)
- Work on charitable trust matters in collaboration with a specialist charities team
- Support trust registration and compliance projects (e.g. TRS)
- Supervise and mentor junior colleagues and contribute to technical training and internal know-how
- Collaborate closely with other professionals within a wider succession and tax practice, including estate planning, probate, and Court of Protection specialists
Candidate Profile
The ideal candidate will have:- A relevant professional qualification (Solicitor, CILEX, STEP, ATT, CTA or equivalent)
- At least 5 years' experience in a trust or private client advisory role
- Solid technical expertise in trust administration and UK tax legislation
- Strong matter management and client care skills
- Excellent communication, interpersonal and organisational abilities
- Confidence managing complex matters with minimal supervision
- A client-focused and commercially aware approach
- IT proficiency and familiarity with digital case management tools
What's on Offer- A hybrid working model, with 2-3 office days per week
- Flexibility to work full-time or part-time (30 hours minimum)
- A strong platform for professional growth in a respected and busy practice
- Exposure to a broad range of high-quality private client and trust matters
- Supportive team culture and excellent work-life balance
Application Process
For more information or to apply confidentially, please contact .
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Contract Type
Permanent
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Specialism
Legal
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Working pattern
Full Time
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Job ref
BBBH133014
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Expiry date
03 July 2025
Your consultant is
Aidan McAvinue
Senior Consultant
For more information on this role and to speak to the consultant hiring for it, get in touch via the details below.
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Email
[email protected] -
Phone
07587 729 019 -
LinkedIn
Connect with Aidan
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