Senior Tax & Trusts Advisor - Bristol - Leadership Role

Chadwick Nott; Bristol; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

30 days annual leave plus bank holidays

Private healthcare (BUPA)

Scottish Widows pension scheme (5% employer / 5% employee)

Subsidised gym membership

Job summary

A leading regional law firm is seeking an experienced Senior Tax & Trusts Advisor to lead its Bristol-based team. This senior leadership role involves managing high-value client portfolios, supervising a growing team, and shaping strategic developments in trusts and estates taxation. The ideal candidate will have extensive experience in trust taxation and strong leadership skills, with a competitive salary and attractive benefits offered.

Qualifications

• Extensive experience in trust taxation, administration, and management.
• Familiarity with trust account preparation and compliance.
• Experience with Trust Corporations preferred.

Responsibilities

• Leading and supervising a team of Trusts and Estates Tax Executives.
• Managing a portfolio of high-net-worth trusts and estates.
• Providing trust administration and tax compliance services.

Skills

Trust taxation

Leadership skills

Organisational skills

Mentoring junior colleagues

Strategic thinking

Job description

Senior Tax & Trusts Advisor - Bristol - Leadership Role

Location: Bristol
Type of Role: Permanent, Full-time (flexible and hybrid working available)
Salary: £65,000 to £85,000, depending on experience

A leading regional law firm is seeking an experienced Trusts and Estates Tax Advisor to lead its Bristol-based team. This is a senior leadership role offering the opportunity to manage a high-value client portfolio, oversee a growing team, and shape the strategic development of the firm's Trusts and Estates Tax offering.

The Role

• Leading and supervising a team of Trusts and Estates Tax Executives
• Managing a portfolio of high-net-worth trusts and estates
• Conducting KPI and SRA matter reviews
• Overseeing team financials and operational performance
• Providing trust administration and tax compliance services
• Supporting technical advisory queries across the firm
• Driving internal process improvements and external initiatives
• Assisting with FATCA, TRS, and CRS reporting
• Collaborating with senior leadership on strategic development
• Supporting the growth of the firm's Trust Corporation offering

Candidate Requirements

• Extensive experience in trust taxation, administration, and management
• Familiarity with trust account preparation and compliance
• Strong leadership and organisational skills
• Experience mentoring junior colleagues
• A collaborative and proactive approach
• Strategic thinking and commercial awareness
• Experience with Trust Corporations (preferred)

Benefits

• Competitive salary package (£65,000 to £85,000 DOE)
• 30 days annual leave plus bank holidays
• Long service holiday awards
• Private healthcare (BUPA)
• Scottish Widows pension scheme (5% employer / 5% employee)
• Staff profit share and performance bonus schemes
• Life assurance and permanent health insurance
• Paid CSR day and enhanced parental leave
• Subsidised gym membership and electric car scheme
• Hybrid working and "Dress for Your Day" policy

How to Apply

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:
Email: [e-mail]
Phone: [phone]

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.