Trust Executive – Greater London

Origin Legal; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading UK law firm is seeking a Trust Executive to manage the Trusts and Estates Tax Team. Responsibilities include overseeing team operations, managing a portfolio of high-net-worth trusts, and developing the firm's Trusts and Estates Tax services. The ideal candidate will have strong organizational skills and significant experience in trust tax and management. Attractive perks include long service awards, private healthcare, and a hybrid working policy.

Benefits

Long Service holiday award – 1 extra week every 10 years

Private Healthcare with BUPA

Staff Profit Share and Individual Performance Bonus Scheme

Salary sacrifice (Pensions, Staff Profit Share)

Life Assurance – 4x salary/Permanent Health Insurance

Paid CSR Day

Enhanced Maternity/Paternity Leave

Subsidised gym membership

Electric car scheme

Agile/Hybrid Working Policy

Qualifications

• Must have experience managing junior colleagues.
• Familiarity with preparation of trust accounts is necessary.
• Experience with Trust Corporations is advantageous.

Responsibilities

• Manage day-to-day operations of Trusts and Estates Tax Team.
• Conduct KPI and SRA matter reviews.
• Lead initiatives of Trusts and Estates Tax work.

Skills

Experienced Trusts and Estates tax advisor

Organisational and leadership skills

Experience in trust tax/trust administration

Collaboration and initiative

Job description

• 5 YRS PQE
• 6 YRS PQE
• 7 YRS PQE
• 8 YRS PQE
• 9+ YRS PQE

Top 50, award‑winning, UK law firm with over 700 lawyers nationally who want to recruit a Trust Executive that is able to provide effective leadership of a team of Trust and Executor Tax Executives and successfully manage key client relationships to help develop the firm’s Trust and Executor Tax offering.

This person will be responsible for the day‑to‑day management, operational oversight and supervision of Trusts and Estates Tax Team (comprising fourteen team members). This includes managing a portfolio of high‑net‑worth Trusts and driving the strategic development of our Trusts and Estates Tax business.

Key responsibilities include:

• Conducting KPI and SRA matter reviews.
• Linemanagement responsibilities including quarterly appraisals and team development.
• Day‑to‑day responsibility for finances of Trusts and Estates Tax Team.
• Assistance with development of internal processes, policies and procedures.
• Leading initiatives of Trusts and Estates Tax work internally and externally.
• Providing trust administration and tax compliance services for a diverse client portfolio of trusts and estates.
• Regular reporting to and collaboration with the Partner head regarding all of the above.
• Supporting the development and expansion of our Trust Corporation offering.
• Assisting with technical trust and tax advisory queries from the rest of the firm.
• Assisting with FATCA, TRS and CRS reporting for the firm’s clients.
• Maintaining high standards of technical accuracy and quality control within the team.

Our ideal candidate will be:

• an experienced Trusts and Estates tax advisor;
• experienced in all forms of trust tax/trust administration and management;
• familiar with the preparation of trust accounts;
• has strong organisational and leadership skills;
• enjoys collaborative working and takes initiative;
• has had experience of developing and managing more junior colleagues;
• has had experience with Trust Corporations;
• is keen to help develop our Trusts and Estates Tax offering;
• Long Service holiday award – 1 extra week every 10 years continuous service
• Private Healthcare with BUPA (offered after probation is passed)
• Staff Profit Share and Individual Performance Bonus Scheme
• Salary sacrifice (Pensions, Staff Profit Share)
• Life Assurance – 4x salary/Permanent Health Insurance
• Paid CSR Day
• Enhanced Maternity/Paternity Leave
• Subsidised gym membership
• Electric car scheme
• Agile/Hybrid Working Policy

Our client is a modern and extremely progressive top tier, Legal 500 law firm that is supportive and takes great pride in developing the lawyers that join them. Boutique, long‑established and very highly regarded Central London law firm wishes to expand the Private Client team.