Trusts, Estates and Tax Managing Associate

Hawthorne-Finch Talent Solutions; Leeds; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

Pension

Health and wellbeing support

Enhanced family-friendly policies

Flexible/hybrid working

Job summary

Our client, a leading national law firm, is hiring a Trusts, Estates and Tax Managing Associate in Leeds. The role involves supervising high-value estate administration, advising on tax planning and succession, and handling complex matters for ultra-high net worth clients.

You will mentor juniors, engage in business development, and collaborate with specialists across cross-border estates and agricultural law. Hybrid working and a modern Leeds office are offered.

Qualifications

• 8–15 years’ PQE in trusts, estates, and tax law.
• STEP membership or willingness to undertake STEP qualifications.
• Strong commercial acumen and client-focused approach.
• Proven supervisory and case management skills.
• Excellent IT skills, including experience with case management systems and Microsoft Office.
• Friendly, self-starting individual with excellent interpersonal skills.
• Commitment to the firm’s values of integrity, inclusion, and collaboration.

Responsibilities

• Supervise and progress the administration of all types of estates, including taxable and non-taxable, disputed estates, business/agricultural property, and estates involving trusts.
• Draft estate planning reports and advise business owners/land owners on succession and tax planning.
• Advise on a broad range of high and ultra-high net worth matters, including international, agricultural, literary, and business assets.
• Work closely with junior team members, providing guidance and support.
• Engage in business development and private wealth initiatives.
• Collaborate with specialists in mental capacity, cross-border estates, and agricultural law.

Skills

Supervisory skills

Commercial acumen

Interpersonal skills

Client-focused approach

Microsoft Office

Education

STEP membership or willingness to undertake STEP

Tools

Case management systems

Microsoft Office

Job description

Trusts, Estates and Tax Managing Associate

Salary: £85,000 – £110,000 + Bonus (DOE)

Location: Leeds

Experience: 8–15 years’ PQE (Trusts, Estates & Tax)

An excellent opportunity has arisen for a Managing Associate to join our client’s highly ranked Trusts, Estates and Tax team in Leeds. This is an ideal role for an experienced private client specialist seeking to supervise high-value estate administration, manage complex matters, and develop professionally within a nationally recognised firm.

The Opportunity:

• Supervise and progress the administration of all types of estates, including taxable and non-taxable, disputed estates, business/agricultural property, and estates involving trusts
• Draft estate planning reports and advise business owners/land owners on succession and tax planning
• Advise on a broad range of high and ultra-high net worth matters, including international, agricultural, literary, and business assets
• Work closely with junior team members, providing guidance and support
• Engage in business development and private wealth initiatives
• Collaborate with specialists in mental capacity, cross-border estates, and agricultural law

What We’re Looking For:

• 8–15 years’ PQE in trusts, estates, and tax law
• STEP membership or willingness to undertake STEP qualifications
• Strong commercial acumen and client-focused approach
• Proven supervisory and case management skills
• Excellent IT skills, including experience with case management systems and Microsoft Office
• Friendly, self-starting individual with excellent interpersonal skills
• Commitment to the firm’s values of integrity, inclusion, and collaboration

What’s On Offer:

• Competitive salary based on experience (£85,000 – £110,000 DOE)
• Performance-related bonus
• Flexible and hybrid working arrangements
• Supportive, inclusive leadership and firm-wide culture
• Modern office environment in Leeds
• Advanced legal technology and resources
• Comprehensive professional development and training
• Genuine opportunities for progression and strategic input
• Recognition for diversity, inclusion, and wellbeing (UK Diversity Legal Awards, Investors in People Silver)
• Regular firm-wide and team social events
• Range of benefits including pension, health and wellbeing support, and enhanced family-friendly policies

About Our Client:

Our client is a leading national law firm, widely recognised for its inclusive culture, entrepreneurial spirit, and commitment to excellence. With over 1,000 colleagues and 13 offices across the UK, the firm offers a collaborative environment where everyone’s voice is heard and respected. The Trusts, Estates and Tax team is highly ranked in the Chambers High Net Worth Guide and provides expert advice to a diverse client base. The firm invests in its people through flexible working, advanced legal technology, and a strong focus on professional development and wellbeing.

Location & Working Arrangements:

Leeds. Full-time, permanent role. Flexible/hybrid working available.