Tax & Trusts Legal Director

JMC Legal Recruitment; Norwich; On-site; GBP 100,000 - 125,000; Full time

Job summary

A legal recruitment firm is seeking a Legal Director for their Trusts and Estates Tax team in Norwich. This senior position involves leading a dedicated team, managing complex portfolios, and ensuring high standards of compliance and accuracy. Candidates should possess extensive experience in trust administration and taxation, along with strong leadership skills. This role offers competitive salary and comprehensive benefits, along with opportunities for personal and professional growth within a supportive and ambitious company culture.

Benefits

Private healthcare

Enhanced parental leave

Strong pension contributions

Profit-share

Hybrid working

Qualifications

• Extensive experience in trust administration, taxation and estate management.
• Strong understanding of compliance frameworks and trust accounts.
• Proven ability to lead and develop junior team members.

Responsibilities

• Lead and mentor a dedicated team of Trust and Executor Tax Executives.
• Manage a varied portfolio of complex trusts, estates and associated tax matters.
• Oversee trust accounts preparation and ensure compliance.

Skills

Trust administration

Taxation

Estate management

Client relationship management

Leadership and team development

Organisational skills

Quality management

Compliance understanding

Job description

Tax & Trusts | Legal Director | Norwich

A senior opportunity to lead within a well-established private wealth platform, taking strategic responsibility for a specialist Trusts and Estates Tax team while advising on high-value trust structures and complex client matters. This role offers real influence, autonomy and long-term progression within an ambitious, nationally recognised practice.

What You'll Be Doing

• Leading and mentoring a dedicated group of Trust and Executor Tax Executives
• Taking responsibility for day-to-day operations, financial oversight and workflow management
• Managing a varied portfolio of complex trusts, estates and associated tax matters
• Conducting KPI reviews, SRA matter reviews and quality-assurance processes
• Overseeing trust accounts preparation and maintaining high standards of accuracy and compliance
• Handling technical advisory queries on trust taxation, administration and reporting requirements
• Supporting the development of the firm's Trust Corporation offering
• Driving internal initiatives to enhance processes, policies and service delivery
• Acting as a senior point of contact for clients, trustees and internal stakeholders
• Collaboration with partners, private client advisers and wider teams on cross-practice matters
• Assisting with FATCA, CRS and TRS reporting and ensuring rigorous compliance controls

About You

• Extensive experience in trust administration, taxation and estate management
• Strong understanding of trust accounts and compliance frameworks
• Proven ability to lead, supervise and develop junior members of a team
• Comfortable managing complex client relationships and a significant portfolio
• Strong organisational, operational and quality-management skills
• Experience with Trust Corporations or corporate trustee structures is beneficial
• A collaborative leader who enjoys shaping service development and driving improvement
• High levels of professionalism, discretion and technical accuracy

What's on Offer

• Senior leadership within a specialist trust and tax team
• A platform with broad private wealth capability across trusts, estates, tax, family and private wealth disputes
• Opportunities to work on complex, high-value and multi-jurisdictional structures
• A collegiate culture that supports autonomy, development and work-life balance
• Access to structured professional development, partner-level collaboration and strategic involvement
• Competitive salary and a comprehensive benefits package including private healthcare, enhanced parental leave, strong pension contributions, profit-share and hybrid working
• A supportive environment with long-term career potential within a growing private client division

The Firm

You will be joining a full-service UK practice with a long-established heritage and a strong presence across the South and East of England. The private client division is a core strategic area for the firm, with capabilities spanning wills, trusts, estates, tax planning, private wealth disputes and family advisory work.

The trust and tax function sits at the heart of this offering, benefitting from significant recent investment, cross-practice collaboration and a clear commitment to continued growth. The culture is described as inclusive, ambitious and supportive, with a strong focus on quality, client care and personal development.

Apply now or contact Harrison for a confidential discussion.