Wills, Tax & Trusts Lawyer

HST Hiring Group; Chilton Polden; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading law firm in Chilton Polden is seeking a skilled Wills, Tax & Trusts Lawyer with 3 to 15 years of experience. The successful candidate will provide comprehensive legal services, including drafting wills and tax advice, while managing client relationships. This full-time position offers flexible working and a supportive environment for career progression.

Benefits

24-27 days holiday

Discretionary profit share

Flexible working

Qualifications

• 3 to 15 years of experience practicing law focusing on wills, trusts, and estates.
• Active membership in good standing with the relevant state bar association.
• Strong knowledge of federal and state tax laws and estate planning techniques.

Responsibilities

• Draft, review, and execute estate planning documents.
• Provide expert advice on complex tax matters.
• Assist clients with probate proceedings.

Skills

Analytical skills

Problem-solving

Client relationship management

Tax law expertise

Written and verbal communication

Education

Juris Doctor (J.D.) degree

Job description

Overview

Full-time Wills, Tax & Trusts Lawyer

About Us

Our law firm is a leading provider of legal services specializing in Wills, Tax, and Trusts. With a reputation for excellence and a commitment to client satisfaction, we are seeking a talented and experienced Wills, Tax & Trusts Lawyer to join our dynamic team.

Job Overview

We are looking for a skilled and motivated Wills, Tax & Trusts Lawyer to provide comprehensive legal services to our clients. The ideal candidate will have a strong background in estate planning, tax law, and trust administration, with 3 to 15 years of relevant work experience. This full-time position offers an excellent opportunity for professional growth and the chance to work with a diverse client base.

Key Responsibilities

• Draft, review, and execute wills, trusts, and other estate planning documents tailored to clients' specific needs and circumstances
• Provide expert advice on complex tax matters related to estate planning, wealth transfer, and trust administration
• Develop and implement strategies to minimize estate, gift, and income tax liabilities for clients
• Assist clients with probate proceedings and estate administration
• Manage trust accounts and oversee the administration of trusts
• Conduct thorough research on relevant laws, regulations, and case precedents to ensure compliance and identify optimal solutions for clients
• Collaborate with financial advisors, accountants, and other professionals to provide comprehensive estate planning services
• Stay up-to-date with changes in tax laws, estate planning techniques, and relevant legal developments
• Represent clients in tax disputes and negotiations with tax authorities
• Prepare and file necessary tax returns and other required documentation
• Provide guidance on charitable giving strategies and philanthropic planning
• Assist with business succession planning for family-owned businesses and closely held corporations
• Conduct client meetings to gather information, explain legal concepts, and present recommendations
• Develop and maintain strong client relationships through excellent communication and service
• Contribute to the firm's knowledge base by creating and updating legal templates, guides, and resources
• Mentor junior attorneys and paralegals in the practice area
• Participate in business development activities and networking events to attract new clients

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school
• Active membership in good standing with the relevant state bar association
• 3 to 15 years of experience practicing law, with a focus on wills, trusts, and estates
• Strong knowledge of federal and state tax laws, estate planning techniques, and trust administration
• Excellent analytical and problem-solving skills
• Superior written and verbal communication abilities
• Proven track record of building and maintaining client relationships

Work Hours

Core Hours are: Monday - Friday, 9am - 5pm = 35 hours per week

Benefits

• 24 days holiday (for Legal Assistants) or 27 days for Fee Earners/Lawyers, plus bank holidays and gifted shutdown between Christmas and New Year. For 2025, we close at 5pm on Tuesday 23rd December and return to office on Monday 5th January
• YAY-Day - an additional day to go and have some fun
• Twice yearly discretionary profit share scheme
• Christmas bonus
• Flexible working
• 3x Life Assurance
• Cash Health Plan
• Employee Assistance Programme
• Flu voucher scheme
• Enhanced maternity pay
• Enhanced partner / paternity leave and pay
• Ongoing access to learning resources
• Career progression
• Company funded socials
• All round great company to work for